Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund Mutual funds in their Schedule of Assets, totaling $18.7M 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 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $3.6M |
| 2 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER AZ | 9,352 | $309.9M | $1.5M |
| 3 | DLB ASSOCIATES CONSULTING ENGINEERS, PC DLB ASSOCIATES 401(K) SAVINGS AND INVESTMENT PLAN |
NEPTUNE NJ |
| 324 |
| $61.1M |
| $1.2M |
| 4 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 403(B) PLAN | NEW ORLEANS LA | 35,054 | $193.9M | $1.2M |
| 5 | LUND FOOD HOLDINGS, INC. LUND FOOD HOLDINGS, INC. 401(K) PLAN | EDINA MN | 2,414 | $66.2M | $1.0M |
| 6 | ENGEO INCORPORATED ENGEO INCORPORATED 401(K) PLAN | SAN RAMON CA | 234 | $77.8M | $1.0M |
| 7 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 2,133 | $196.1M | $988K |
| 8 | ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH MULTIPLE EMPLOYER RETIREMENT PLAN | OCEANSIDE CA | 5,135 | $21.7M | $789K |
| 9 | APPLE BANK APPLE BANK FOR SAVINGS 401(K) PLAN | NEW YORK NY | 1,308 | $171.0M | $788K |
| 10 | GREENWASTE RECOVERY, LLC GREENWASTE RECOVERY, LLC RETIREMENT PLAN | SAN JOSE CA | 882 | $61.8M | $752K |
