Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Target Ret 2065 # in their Schedule of Assets, totaling $21.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OU MEDICINE, INC. OU HEALTH 401(K) PLAN | OKLAHOMA CITY OK | 9,546 | $591.5M | $11.5M |
| 2 | VIRGINIA UROLOGY CENTER, P.C. VIRGINIA UROLOGY CENTER, P.C. PROFIT SHARING PLAN | RICHMOND VA | 392 | $99.0M | $3.1M |
| 3 | WILLIAMS COLLEGE WILLIAMS COLLEGE RETIREMENT INCOME PLAN |
WILLIAMSTOWN MA |
| 1,525 |
| $701.3M |
| $2.2M |
| 4 | EXECUTIVE BOARD OF THE IOWA BUILDERS RETIREMENT PLAN IOWA BUILDERS RETIREMENT PLAN | CEDAR RAPIDS IA | 400 | $65.9M | $1.0M |
| 5 | THE KENDALL GROUP, INC. THE KENDALL GROUP, INC. PROFIT SHARING PLAN | PORTAGE MI | 1,749 | $230.1M | $913K |
| 6 | TRICENTIS USA CORP. TRICENTIS USA EMPLOYEE SAVINGS PLAN | ATLANTA GA | 542 | $39.5M | $821K |
| 7 | CURALEAF, INC. CURALEAF, INC. 401(K) PLAN | STAMFORD CT | 4,739 | $17.8M | $444K |
| 8 | WMG SERVICES, LLC WORLD ENERGY 401(K) PLAN | BOSTON MA | 104 | $19.1M | $420K |
| 9 | ASCENT PHARMACEUTICALS INC. ASCENT PHARMACEUTICALS INC. 401(K) PLAN | CENTRAL ISLIP NY | 478 | $11.1M | $242K |
| 10 | STEWART BUILDERS, INC. STEWART BUILDERS, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 319 | $22.7M | $189K |
