Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 192 U.S. retirement plans report holding Vanguard Target Retirement 2065 – Inv Mutual Fund in their Schedule of Assets, totaling $96.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 84,093 | $2.1B | $17.2M |
| 2 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $8.3M |
| 3 | THE MEDICAL COLLEGE OF WISCONSIN, INC. |
MILWAUKEE WI |
| 6,844 |
| $2.6B |
| $3.9M |
| 4 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $3.7M |
| 5 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $3.5M |
| 6 | ARCHIE COCHRANE MOTORS, INC. ARCHIE COCHRANE MOTORS, INC. 401(K) PROFIT SHARING PLAN | BILLINGS MT | 100 | $8.7M | $2.5M |
| 7 | BLUE BOTTLE COFFEE, INC. BLUE BOTTLE COFFEE, INC. 401(K) PLAN | OAKLAND CA | 1,100 | $20.6M | $2.3M |
| 8 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN | WARREN NJ | 2,004 | $470.5M | $2.2M |
| 9 | SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN | BULVERDE TX | 11,989 | $201.2M | $2.1M |
| 10 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $2.1M |
