Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Registered investment company in their Schedule of Assets, totaling $14.3M 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 | COOPER HATCHERY, INC. COOPER FARMS RETIREMENT PLAN | OAKWOOD OH | 1,692 | $130.0M | $1.9M |
| 2 | NORTHERN STAR (POGO) LLC NORTHERN STAR (POGO) LLC 401K PLAN | FAIRBANKS AK | 650 | $69.8M | $1.8M |
| 3 | WOODLAND PULP LLC WOODLAND MILL HOURLY 401(K) PLAN |
BAILEYVILLE ME |
| 337 |
| $44.2M |
| $986K |
| 4 | BRANDES INVESTMENT PARTNERS, L.P. BRANDES INVESTMENT PARTNERS, L.P. 401(K) PLAN | LA JOLLA CA | 143 | $278.9M | $971K |
| 5 | SANTIAM MEMORIAL HOSPITAL SANTIAM MEMORIAL HOSPITAL 401(K) RETIREMENT PLAN | STAYTON OR | 597 | $41.8M | $644K |
| 6 | YANMAR AMERICA CORPORATION YANMAR GROUP 401(K) SAVINGS PLAN | ADAIRSVILLE GA | 984 | $73.2M | $616K |
| 7 | AMG TECHNOLOGY INVESTMENT GROUP, LLC DBA NEXTLINK NEXTLINK INTERNET 401(K) PLAN | HUDSON OAKS TX | 810 | $8.7M | $592K |
| 8 | CASCADE DRILLING LP, AND ITS SUBSIDIARIES CASCADE DRILLING LP AND ITS SUBSIDIARIES 401(K) RETIREMENT PLAN AND TRUST | BOTHELL WA | 791 | $50.8M | $581K |
| 9 | IN-PLACE MACHINING COMPANY, LLC IN-PLACE MACHINING COMPANY 401(K) PLAN | MILWAUKEE WI | 424 | $44.3M | $545K |
| 10 | INTERPATH LABORATORY, INC. INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST | PENDLETON OR | 491 | $19.8M | $505K |
