Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Mutual funds in their Schedule of Assets, totaling $22.7M 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 | CHARLOTTE PIPE AND FOUNDRY COMPANY CHARLOTTE PIPE AND FOUNDRY COMPANY 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,819 | $284.5M | $6.6M |
| 2 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $5.2M |
| 3 | H. LEE MOFFITT CANCER CENTER |
TAMPA FL |
| 9,939 |
| $504.7M |
| $2.3M |
| 4 | AVE-PLP, LLC AVE-PLP, LLC 401(K) PLAN | PACIFIC JUNCTION IA | 990 | $93.6M | $1.6M |
| 5 | THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON NY | 1,017 | $103.1M | $1.1M |
| 6 | WOODS HOLE OCEANOGRAPHIC INSTITUTION WOODS HOLE OCEANOGRAPHIC INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN | WOODS HOLE MA | 1,466 | $268.6M | $880K |
| 7 | WM. BOLTHOUSE FARMS, INC. DBA GENEROUS BRANDS BOLTHOUSE FARMS, INC. 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 2,414 | $89.0M | $762K |
| 8 | THE WHEELING CORPORATION WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN | BREWSTER CT | 407 | $42.6M | $515K |
| 9 | SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE PA | 2,110 | $119.5M | $515K |
| 10 | FOUR WINDS INTERACTIVE, LLC FOUR WINDS INTERACTIVE, LLC 401(K) PLAN | DENVER CO | 251 | $22.7M | $432K |
