Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund-Investor Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | VMG HOLDINGS LLC VMG HOLDINGS LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 302 | $34.0M | $820K |
| 2 | OLYMPIC STEEL, INC., AN OHIO CORPORATION OLYMPIC STEEL, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | HIGHLAND HILLS OH | 1,167 | $95.6M | $459K |
| 3 | JONES JUNCTION INC |
BEL AIR MD |
| 510 |
| $23.3M |
| $407K |
| 4 | NVI, LLC NVI LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAY LA | 419 | $21.2M | $75K |
| 5 | NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN | HARRISONBURG VA | 81 | $18.2M | $59K |
| 6 | BANE CONCORD MASTER, LLC BANE CONCORD 401(K) PLAN | BRAINTREE MA | 713 | $11.4M | $20K |
| 7 | APPOLO HEATING, INC. APPOLO HEATING, INC. 401(K) PROFIT SHARING PLAN | SCHENECTADY NY | 84 | $4.6M | $19K |
