Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fd I Mutual Fund in their Schedule of Assets, totaling $344K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARKSTEIN SALES CO. MARKSTEIN BEVERAGE CO. 401(K) RETIREMENT PLAN | ANTIOCH CA | 175 | $12.1M | $160K |
| 2 | ONPOINT MEDICAL GROUP, LLC ONPOINT MEDICAL GROUP, LLC 401(K) PLAN | HIGHLANDS RANCH CO | 330 | $12.7M | $97K |
| 3 | MARK PORTER AUTO GROUP, INC. MARK PORTER AUTO GROUP, INC. 401(K) PLAN |
POMEROY OH |
| 250 |
| $4.7M |
| $87K |
