Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Mutual fund n/a in their Schedule of Assets, totaling $5.5M 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 | MENHOLT AUTOMOTIVE GROUP MENHOLT AUTOMOTIVE GROUP 401(K) PLAN | BILLINGS MT | 499 | $22.1M | $1.6M |
| 2 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $1.2M |
| 3 | ALDEVRON, LLC ALDEVRON RETIREMENT SAVINGS PLAN |
FARGO ND |
| 0 |
| $0 |
| $593K |
| 4 | EAST END WELDING, LLC EAST END WELDING, LLC 401(K) PLAN | KENT OH | 90 | $5.3M | $289K |
| 5 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $276K |
| 6 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $268K |
| 7 | INFO-TECH RESEARCH GROUP INC. INFO-TECH 401K RETIREMENT PLAN | LAS VEGAS NV | 261 | $11.4M | $178K |
| 8 | MAGNUM ELECTRIC, INC. MAGNUM ELECTRIC 401(K) PROFIT SHARING PLAN | WEST FARGO ND | 373 | $13.4M | $177K |
| 9 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $155K |
| 10 | TOP POT DOUGHNUTS FORUS 401(K) | KENT WA | 123 | $1.9M | $126K |
