Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Registered investment companies in their Schedule of Assets, totaling $3.6M 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 HOSPITAL OF THE MONTEREY PENINSULA COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN | MONTEREY CA | 2,919 | $380.9M | $1.9M |
| 2 | KAUFMAN, ROSSIN & CO., P.A. KAUFMAN ROSSIN 401(K) PLAN | MIAMI FL | 570 | $91.8M | $861K |
| 3 | BIG 'I' RETIREMENT SERVICES LLC |
ALEXANDRIA VA |
| 691 |
| $137.7M |
| $285K |
| 4 | MONTAGE HEALTH MONTAGE HEALTH 401(K) PLAN | MONTEREY CA | 163 | $11.4M | $148K |
| 5 | MONTAGE MEDICAL GROUP MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | MONTEREY CA | 330 | $18.8M | $106K |
| 6 | SOUTHERN OREGON ORTHOPEDICS, INC. SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN | MEDFORD OR | 268 | $26.8M | $100K |
| 7 | YACULTA COMPANIES, INC. YACULTA COMPANIES, INC. PROFIT SHARING PLAN & 401(K) PLAN | VANCOUVER WA | 266 | $34.7M | $64K |
| 8 | NUWAY-K&H COOPERATIVE NUWAY-K&H COOPERATIVE 401(K) PLAN | TRIMONT MN | 142 | $18.8M | $47K |
| 9 | MANSON WESTERN, LLC MANSON WESTERN, LLC 401(K) PROFIT SHARING PLAN | TORRANCE CA | 154 | $19.8M | $40K |
