Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Mutual fund (1) in their Schedule of Assets, totaling $1.5M 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 | THE BURKE GROUP, LTD. THE BURKE GROUP 401(K) PROFIT SHARING PLAN | ROSEMONT IL | 466 | $138.1M | $757K |
| 2 | SLAVIC INTEGRATED ADMINISTRATION INC. VENSURE RETIREMENT PLAN | BOCA RATON FL | 2,812 | $28.5M | $318K |
| 3 | SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC SECURE PEP |
BOCA RATON FL |
| 2,840 |
| $49.1M |
| $176K |
| 4 | SLAVIC INTEGRATED ADMINISTRATION, INC. G&A PARTNERS, INC POOLED EMPLOYER PLAN | BOCA RATON FL | 864 | $11.9M | $99K |
| 5 | SLAVIC INTEGRATED ADMINISTRATION, INC. G&A PARTNERS, INC POOLED EMPLOYER 401(K) PLAN | BOCA RATON FL | 864 | $11.9M | $99K |
| 6 | PAYDAY, INC. PAYDAY RETIREMENT SAVINGS PLAN | ALBUQUERQUE NM | 757 | $10.4M | $52K |
| 7 | KEYSTONE HR LLC KEYSTONE HR LLC RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 253 | $8.6M | $49K |
