Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Mutual fund 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 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 650 | $81.1M | $892K |
| 2 | UNCOMMON SCHOOLS, INC. UNCOMMON SCHOOLS, INC. 403(B) PLAN | NEW YORK NY | 2,150 | $84.9M | $839K |
| 3 | RESURGENS, P.C. |
ATLANTA GA |
| 1,029 |
| $187.3M |
| $474K |
| 4 | ARNOLD MACHINERY COMPANY ARNOLD MACHINERY COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 687 | $48.1M | $295K |
| 5 | SPREETAIL, LLC SPREETAIL 401(K) PLAN | LINCOLN NE | 623 | $8.6M | $267K |
| 6 | GREEN GROUP HOLDINGS, LLC GREEN GROUP HOLDINGS, LLC 401(K) PLAN | RALEIGH NC | 0 | $2.4M | $264K |
| 7 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 520 | $33.2M | $263K |
| 8 | DALLAS-PWD, LLC DFW / WEST TEXAS 401(K) | GRAPEVINE TX | 172 | $11.1M | $187K |
| 9 | CASCADIA HEALTH CASCADIA HEALTH RETIREMENT PLAN | PORTLAND OR | 957 | $32.8M | $110K |
| 10 | CASPER ORTHOPAEDIC ASSOCIATES, PC CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN | CASPER WY | 93 | $20.6M | $59K |
