Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv Shares of registered investment companies in their Schedule of Assets, totaling $221K 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 | TAYLOR METAL, INC. TAYLOR METAL 401(K) PLAN | SALEM OR | 341 | $7.7M | $147K |
| 2 | THE ALLISON INN & SPA LLC THE ALLISON INN 401(K) PLAN | NEWBERG OR | 171 | $2.5M | $71K |
| 3 | SUPERIOR TIRE SERVICE INC SUPERIOR TIRE SERVICE INC 401(K) PROFIT SHARING PLAN AND TRUST |
SALEM OR |
| 141 |
| $7.1M |
| $4K |
