Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund Mutual fund NR in their Schedule of Assets, totaling $2.9M 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 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC PERPETUAL CAPITAL 401(K) PLAN | ARLINGTON VA | 3,654 | $76.7M | $1.1M |
| 2 | THE CNA CORPORATION THE CNA CORPORATION RETIREMENT PLAN | ARLINGTON VA | 802 | $601.3M | $618K |
| 3 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN |
ARLINGTON VA |
| 2,569 |
| $55.1M |
| $514K |
| 4 | DISTINCTIVE SCHOOLS DISTINCTIVE SCHOOLS 403(B) PLAN | CHICAGO IL | 668 | $7.7M | $186K |
| 5 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $118K |
| 6 | CLUTCH CO. LLC DBA CLUTCH CLUTCH CO. LLC DBA CLUTCH 401(K) PLAN | WASHINGTON DC | 97 | $8.9M | $74K |
| 7 | AMERICAN SOCIETY OF HEALTH SYSTEM PHARMACISTS ASHP SAVINGS & INVESTMENT PLAN | BETHESDA MD | 204 | $100.8M | $69K |
| 8 | INDEX ANALYTICS LLC INDEX ANALYTICS LLC 401(K) PLAN | BALTIMORE MD | 294 | $13.8M | $48K |
| 9 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING | RESTON VA | 209 | $26.3M | $42K |
| 10 | THE DAILY BEAST COMPANY LLC THE DAILY BEAST COMPANY EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 66 | $12.2M | $41K |
