Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 788 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund -- in their Schedule of Assets, totaling $661.5M 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $47.3M |
| 2 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $36.1M |
| 3 | ST. LUKE'S HEALTH NETWORK, INC. |
ALLENTOWN PA |
| 23,238 |
| $1.2B |
| $25.4M |
| 4 | ROCK HOLDINGS, INC. ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | DETROIT MI | 15,943 | $2.2B | $21.5M |
| 5 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $20.3M |
| 6 | PAYCOM PAYROLL, LLC PAYCOM 401(K) PLAN | OKLAHOMA CITY OK | 7,073 | $322.4M | $16.3M |
| 7 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,008 | $2.1B | $13.7M |
| 8 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $13.5M |
| 9 | SEWELL VILLAGE CADILLAC COMPANY, INC SEWELL AUTOMOTIVE COMPANIES 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 3,821 | $370.6M | $13.0M |
| 10 | D. E. SHAW & CO., L.P. D. E. SHAW & CO. 401(K) PLAN | NEW YORK NY | 1,342 | $719.2M | $12.3M |
