Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund Investor Shares Registered Investment Company in their Schedule of Assets, totaling $3.5M 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 | CATTERTON MANAGEMENT COMPANY, LLC CATTERTON MANAGEMENT COMPANY LLC 401(K) PLAN | GREENWICH CT | 243 | $61.7M | $2.4M |
| 2 | GI MANAGER L.P. GI PARTNERS 401(K) PLAN | SCOTTSDALE AZ | 181 | $63.9M | $463K |
| 3 | PRIMA MEDICAL FOUNDATION PRIMA MEDICAL FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST |
GREENBRAE CA |
| 435 |
| $11.7M |
| $295K |
| 4 | EXCHANGE BANK EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | SANTA ROSA CA | 354 | $107.7M | $258K |
| 5 | HOMESERVE USA CORP. HOMESERVE USA 401(K) PLAN FOR UNION EMPLOYEES | NORWALK CT | 338 | $34.7M | $156K |
