Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Mutual fund N/A in their Schedule of Assets, totaling $4.0M 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 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $1.2M |
| 2 | ALDEVRON, LLC ALDEVRON RETIREMENT SAVINGS PLAN | FARGO ND | 0 | $0 | $593K |
| 3 | EAST END WELDING, LLC EAST END WELDING, LLC 401(K) PLAN |
| 90 |
| $5.3M |
| $289K |
| 4 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $276K |
| 5 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $268K |
| 6 | INFO-TECH RESEARCH GROUP INC. INFO-TECH 401K RETIREMENT PLAN | LAS VEGAS NV | 261 | $11.4M | $178K |
| 7 | MAGNUM ELECTRIC, INC. MAGNUM ELECTRIC 401(K) PROFIT SHARING PLAN | WEST FARGO ND | 373 | $13.4M | $177K |
| 8 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $155K |
| 9 | VERNON MEMORIAL HEALTHCARE, INC. VERNON MEMORIAL HEALTHCARE EMPLOYEES PENSION & SAVINGS PLAN | VIROQUA WI | 476 | $58.3M | $130K |
| 10 | TOP POT DOUGHNUTS FORUS 401(K) | KENT WA | 123 | $1.9M | $126K |
