Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund: Investor Shares Mutual Funds in their Schedule of Assets, totaling $1.5M 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 | WINDSOR FASHIONS, INC. WINDSOR FASHIONS 401(K) SAVINGS PLAN | SANTA FE SPRINGS CA | 974 | $14.8M | $1.1M |
| 2 | PENCOR SERVICES, INC. PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 710 | $29.0M | $155K |
| 3 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN |
PALMERTON PA |
| 252 |
| $7.1M |
| $137K |
| 4 | DONNA KLEIN JEWISH ACADEMY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DONNA KLEIN JEWISH ACADEMY, INC. | BOCA RATON FL | 186 | $10.0M | $62K |
| 5 | MORNING VIEW CARE CENTER COMMUNITY SERVICES MORNING VIEW CARE CENTER 401(K) PLAN | COLUMBUS OH | 220 | $1.6M | $19K |
| 6 | HERITAGE'S DAIRY STORES, INC. HERITAGE'S DAIRY STORES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | THOROFARE NJ | 135 | $6.7M | $10K |
