Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 174 U.S. retirement plans report holding Vanguard Target Retirement 2065 Fund -- in their Schedule of Assets, totaling $156.1M 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $47.3M |
| 2 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $20.3M |
| 3 | ST. LUKE'S HEALTH NETWORK, INC. |
ALLENTOWN PA |
| 20,984 |
| $810.2M |
| $14.8M |
| 4 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $5.7M |
| 5 | METROPOLITAN HOSPITAL D.B.A UNIVERSITY OF MICHIGAN HEALTH WEST UNIVERSITY OF MICHIGAN HEALTH - WEST 403(B) RETIREMENT SAVINGS PLAN | WYOMING MI | 3,376 | $232.7M | $4.5M |
| 6 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $3.6M |
| 7 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $3.2M |
| 8 | JOINT BOARD OF TRUSTEES OF IBEW LOCAL 575 PENSION FUND IBEW LOCAL 575 PENSION FUND | ONA WV | 893 | $112.5M | $2.4M |
| 9 | BIO-TECHNE CORPORATION BIO-TECHNE CORPORATION AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | MINNEAPOLIS MN | 2,226 | $355.1M | $2.3M |
| 10 | ENOVIS CORPORATION ENOVIS 401(K) SAVINGS PLAN PLUS | WILMINGTON DE | 2,078 | $292.4M | $2.1M |
