Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 127 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund Registered investment company • in their Schedule of Assets, totaling $81.6M 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 | UNIVERSITY OF NOTRE DAME DU LAC UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN | NOTRE DAME IN | 10,081 | $2.6B | $9.2M |
| 2 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $7.2M |
| 3 | FIGMA, INC. |
SAN FRANCISCO CA |
| 1,266 |
| $100.9M |
| $5.4M |
| 4 | THE WRENCH GROUP THE WRENCH GROUP RETIREMENT PLAN | MARIETTA GA | 6,705 | $137.2M | $4.5M |
| 5 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT PLAN | PRINCETON NJ | 8,608 | $2.4B | $4.0M |
| 6 | ROLLER BEARING CO OF AMERICA, INC. ROLLER BEARING COMPANY OF AMERICA 401(K) PLAN | OXFORD CT | 3,247 | $280.4M | $3.6M |
| 7 | GRIFFON CORPORATION GRIFFON CORPORATION RETIREMENT PLAN | NEW YORK NY | 3,770 | $650.2M | $2.4M |
| 8 | AXEL JOHNSON INC. AXEL JOHNSON INC. THRIFT AND DEFINED CONTRIBUTION PLAN | STAMFORD CT | 871 | $195.3M | $2.4M |
| 9 | SCHRODER US HOLDINGS INC. SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN | NEW YORK NY | 344 | $220.8M | $1.8M |
| 10 | NATIONAL AEROSPACE SOLUTIONS, LLC NATIONAL AEROSPACE SOLUTIONS, LLC EMPLOYEES SAVINGS PLAN | ARNOLD AFB TN | 950 | $308.3M | $1.7M |
