Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Fund Mutual fund in their Schedule of Assets, totaling $8.4M 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 | SOFI TECHNOLOGIES SOCIAL FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,688 | $192.9M | $4.9M |
| 2 | CORBION AMERICA HOLDINGS, INC. CORBION AMERICA HOLDINGS, INC. RETIREMENT SAVINGS PLAN | LENEXA KS | 698 | $152.2M | $1.2M |
| 3 | THE SUDDATH COMPANIES THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN |
JACKSONVILLE FL |
| 1,719 |
| $89.9M |
| $683K |
| 4 | TEXAS DOW EMPLOYEES CREDIT UNION TEXAS DOW EMPLOYEES CREDIT UNION 401(K) PLAN | LAKE JACKSON TX | 859 | $80.4M | $629K |
| 5 | AB MAURI FOOD INC. AB MAURI FOOD INC. SAVINGS PLAN | ST. LOUIS MO | 530 | $77.7M | $236K |
| 6 | EMBURSE, INC. EMBURSE 401(K) PLAN | DALLAS TX | 415 | $48.3M | $187K |
| 7 | ENT AND ALLERGY ASSOCIATES, LLP ENT AND ALLERGY ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN II | TARRYTOWN NY | 931 | $88.0M | $138K |
| 8 | BILL PEARCE MOTORS, INC. BILL PEARCE MOTORS, INC. 401(K) PROFIT SHARING PLAN | RENO NV | 161 | $17.3M | $107K |
| 9 | ENT AND ALLERGY ASSOCIATES, LLP ENT AND ALLERGY ASSOCIATES, LLP RETIREMENT SAVINGS PLAN I | TARRYTOWN NY | 871 | $239.9M | $69K |
| 10 | AMERICAN ART CLAY CO. INC. AMACO 401K PLAN | INDIANAPOLIS IN | 138 | $11.3M | $64K |
