Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund, Investor Shares in their Schedule of Assets, totaling $7.8M 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 | HORNBLOWER GROUP, INC. HORNBLOWER GROUP, INC.AND ALL AFFILIATES 401(K) PLAN | SAN FRANCISCO CA | 3,877 | $101.8M | $2.5M |
| 2 | TORC ROBOTICS, INC TORC ROBOTICS, INC. 401(K) PLAN | BLACKSBURG VA | 639 | $61.4M | $1.2M |
| 3 | THUMBTACK, INC. THUMBTACK, INC 401(K) PLAN |
SAN FRANCISCO CA |
| 643 |
| $58.4M |
| $999K |
| 4 | CROUSE MEDICAL PRACTICE, PLLC CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN | SYRACUSE NY | 457 | $43.5M | $589K |
| 5 | ADVANCED ATOMIZATION TECHNOLOGIES, LLC ADVANCED ATOMIZATION TECHNOLOGIES SAVINGS PLAN | CLYDE NY | 342 | $47.2M | $333K |
| 6 | HORNBLOWER GROUP, INC. HORNBLOWER GROUP CONTRACTED EMPLOYEES 401(K) PLAN | SAN FRANCISCO CA | 109 | $6.1M | $326K |
| 7 | SUPERIOR ENERGY SERVICES, INC. SUPERIOR ENERGY 401(K) PLAN | HOUSTON TX | 996 | $202.3M | $230K |
| 8 | ADAPTIMMUNE, LLC ADAPTIMMUNE LLC RETIREMENT PLAN | PHILADELPHIA PA | 270 | $28.4M | $228K |
| 9 | COMSTOCK CONSTRUCTION, INC. COMSTOCK CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | WAHPETON ND | 102 | $15.1M | $185K |
| 10 | HSD OPERATIONS, INC. HOLLAND SPECIAL DELIVERY 401(K) PLAN | HUDSONVILLE MI | 255 | $4.5M | $170K |
