Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv N/R in their Schedule of Assets, totaling $179K 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 | UNLIMITED SERVICES OF WISCONSIN, LLC UNLIMITED SERVICES, INC. RETIREMENT SAVINGS PLAN | OCONTO WI | 154 | $5.6M | $71K |
| 2 | MHY FAMILY SERVICES MHY FAMILY SERVICES 403B PLAN | MARS PA | 123 | $2.6M | $46K |
| 3 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RTRMT COMMUNITIES, INC. |
ROCKVILLE MD |
| 812 |
| $19.6M |
| $32K |
| 4 | UNITED COMPOST AND ORGANICS UNITED COMPOST AND ORGANICS 401(K) PROFIT SHARING PLAN | SCOTTSDALE AZ | 107 | $8.0M | $26K |
| 5 | GIRL SCOUTS OF SOUTHEASTERN MICHIGAN GIRL SCOUTS OF SOUTHEASTERN MICHIGAN 403(B) RETIREMENT SAVINGS PLAN | DETROIT MI | 87 | $3.0M | $3K |
