Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $20.9M 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 | LUCID USA, INC. LUCID MOTORS 401(K) PLAN | NEWARK CA | 6,273 | $219.3M | $9.0M |
| 2 | ZOOM VIDEO COMMUNICATIONS, INC. ZOOM VIDEO COMMUNICATIONS, INC. 401K PROFIT SHARING PLAN TRUST | SAN JOSE CA | 3,593 | $379.0M | $5.7M |
| 3 | NEIGHBORHEALTH NEIGHBORHEALTH 401(K) PLAN |
EAST BOSTON MA |
| 1,353 |
| $80.7M |
| $940K |
| 4 | THE ESAB GROUP, INC. THE ESAB GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | NORTH BETHESDA MD | 1,161 | $222.0M | $893K |
| 5 | APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO CA | 347 | $35.8M | $891K |
| 6 | SCS CAPITAL MANAGEMENT, LLC SCS CAPITAL MANAGEMENT 401(K) PLAN | BOSTON MA | 140 | $33.7M | $654K |
| 7 | ILLUMIO, INC. ILLUMIO 401(K) PLAN | SUNNYVALE CA | 536 | $55.4M | $439K |
| 8 | CONSERVATION LAW FOUNDATION, INC. CLF RETIREMENT PLAN | BOSTON MA | 144 | $18.1M | $324K |
| 9 | CNOOC ENERGY U.S.A. LLC CNOOC 401(K) SAVINGS AND PENSION PLAN | HOUSTON TX | 75 | $73.9M | $306K |
| 10 | PROMETHEUS REAL ESTATE GROUP, INC. PROMETHEUS REAL ESTATE GROUP, INC. 401(K) PLAN | SAN MATEO CA | 504 | $69.1M | $292K |
