Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retire 2065 Registered investment companies in their Schedule of Assets, totaling $11.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES JOHNS HOPKINS UNIVERSITY 403(B) PLAN | BALTIMORE MD | 25,218 | $8.8B | $10.1M |
| 2 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES THE JOHNS HOPKINS UNIVERSITY INCOME DEFERRAL 403(B) PLAN FOR RESIDENTS, INTERNS AND POSTDOCTORAL FELLOWS | BALTIMORE MD | 2,084 | $114.3M | $789K |
| 3 |
PORTLAND OR |
| 335 |
| $8.8M |
| $52K |
