Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund Pooled separate account in their Schedule of Assets, totaling $3.8M 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 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $471K |
| 2 | SOUTHDALE PEDIATRIC ASSOCIATES, LTD. SOUTHDALE PEDIATRIC ASSOCIATES, LTD. 401(K) PLAN | EDINA MN | 152 | $66.0M | $438K |
| 3 | HARTZELL INDUSTRIES, INC. |
PIQUA OH |
| 290 |
| $20.4M |
| $351K |
| 4 | METHANEX SERVICES US LLC METHANEX 401(K) PLAN | PLANO TX | 315 | $63.3M | $264K |
| 5 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN | GERMANTOWN MD | 147 | $36.5M | $261K |
| 6 | ENCODED THERAPEUTICS, INC. ENCODED THERAPEUTICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 170 | $11.1M | $220K |
| 7 | JACKMAX AUTOMOTIVE, INC. STEVE SERRA AUTO GROUP 401(K) PLAN | BIRMINGHAM AL | 486 | $12.9M | $219K |
| 8 | CHENMARK HOLDINGS, INC. CHENMARK RETIREMENT SAVINGS 401(K) PLAN | PORTLAND ME | 670 | $10.1M | $194K |
| 9 | KIMBLE RECYCLING & DISPOSAL, INC. KIMBLE RECYCLING & DISPOSAL, INC. 401(K) RETIREMENT PLAN | DOVER OH | 583 | $12.7M | $152K |
| 10 | X3 STAFFING, INC. X3 STAFFING, INC. 401(K) PLAN | WEST JORDAN UT | 411 | $4.0M | $138K |
