Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,021 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund Vanguard 0 in their Schedule of Assets, totaling $233.1M 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 | CARE DESIGN NY, LLC CARE DESIGN NY 401(K) PLAN | ALBANY NY | 1,134 | $50.6M | $9.7M |
| 2 | SPAHN & ROSE LUMBER CO. SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 392 | $34.3M | $4.3M |
| 3 | VERKADA, INC. VERKADA 401(K) PLAN |
SAN MATEO CA |
| 1,735 |
| $53.4M |
| $3.7M |
| 4 | RWE CLEAN ENERGY SERVICES, LLC. RWE AMERICA 401(K) PLAN | AUSTIN TX | 1,847 | $206.1M | $3.1M |
| 5 | WISDOMTREE, INC WISDOMTREE, INC 401(K) RETIREMENT PLAN | NEW YORK NY | 195 | $45.1M | $2.7M |
| 6 | LATITUDE AI LLC LATITUDE AI LLC 401(K) PLAN | PITTSBURGH PA | 555 | $113.7M | $2.5M |
| 7 | ORIGAMI RISK LLC ORIGAMI RISK 401(K) SAVINGS & INVESTMENT PLAN | CHICAGO IL | 867 | $75.4M | $2.2M |
| 8 | MYCO MECHANICAL, INC. MYCO MECHANICAL, INC. 401(K) RETIREMENT PLAN | TELFORD PA | 202 | $40.8M | $2.0M |
| 9 | INSIDER, INC. INSIDER, INC. 401(K) PLAN | NEW YORK NY | 810 | $91.7M | $2.0M |
| 10 | ADVANSIX INC. ADVANSIX INC SAVINGS PLAN | PARSIPPANY NJ | 1,435 | $173.1M | $1.9M |
