Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Registered investment company in their Schedule of Assets, totaling $1.2M 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 | WOODLAND PULP LLC WOODLAND MILL HOURLY 401(K) PLAN | BAILEYVILLE ME | 337 | $44.2M | $986K |
| 2 | ROCKWELL AUTOMATION, INC. KALYPSO 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 0 | $0 | $148K |
| 3 | ATI RESTORATION, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN |
ANAHEIM CA |
| 1,235 |
| $41.1M |
| $37K |
| 4 | BORREGO ENERGY, LLC BORREGO ENERGY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 122 | $23.3M | $18K |
| 5 | FIELDSTACK, LLC FIELDSTACK, LLC 401(K) PLAN | PORTLAND ME | 25 | $1.7M | $7K |
| 6 | SHEFA SCHOOL SHEFA SCHOOL 403(B) PLAN | NEW YORK NY | 120 | $6.7M | $7K |
