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 Mutual fund (1) 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DLZ CORPORATION DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | COLUMBUS OH | 752 | $169.8M | $1.2M |
| 2 | ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC ORTHOARIZONA RETIREMENT PLAN | PHOENIX AZ | 959 | $90.2M | $399K |
| 3 | BERGER MONTAGUE BERGER MONTAGUE RETIREMENT SAVINGS PLAN |
PHILADELPHIA PA |
| 152 |
| $78.5M |
| $189K |
| 4 | MARUGAME UDON USA LLC MARUGAME UDON USA LLC 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES CA | 860 | $1.2M | $75K |
| 5 | S. WALTER PACKAGING CORP. S. WALTER PACKAGING CORP. 401(K) SAVINGS AND INVESTMENT PLAN | TREVOSE PA | 236 | $15.5M | $26K |
| 6 | PREMIER DENTAL PRODUCTS COMPANY PREMIER DENTAL PRODUCTS COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | PLYMOUTH MEETING PA | 175 | $42.6M | $11K |
| 7 | CHELTEN HOUSE PRODUCTS, LLC CHP 401(K) PLAN | SWEDESBORO NJ | 475 | $9.2M | $5K |
