Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 202 U.S. retirement plans report holding Vanguard Target Retirement 2065 Inv. in their Schedule of Assets, totaling $99.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PINE REST CHRISTIAN MENTAL HEALTH SERVICES PINE REST CHRISTIAN MENTAL HEALTH SERVICES SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 2,040 | $116.1M | $10.4M |
| 2 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $7.1M |
| 3 | EXTENSIS GROUP, LLC |
WOODBRIDGE NJ |
| 11,488 |
| $682.1M |
| $6.8M |
| 4 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $4.7M |
| 5 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN | LOUISVILLE KY | 3,214 | $166.6M | $3.9M |
| 6 | OMNIA PARTNERS, LLC OMNIA PARTNERS 401(K) PLAN | FRANKLIN TN | 351 | $36.8M | $3.0M |
| 7 | US LBM HOLDINGS, LLC US LBM HOLDINGS, LLC 401(K) PLAN | BUFFALO GROVE IL | 12,893 | $440.2M | $2.7M |
| 8 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES | FRANKFURT KY | 1,456 | $102.8M | $2.6M |
| 9 | HEICO HOLDING, INC. HEICO HOLDING, INC. 401(K) PLAN | WARRENVILLE IL | 5,714 | $437.5M | $2.6M |
| 10 | JOHN FABICK TRACTOR COMPANY FABICK 401(K) PROFIT SHARING PLAN | FENTON MO | 1,130 | $181.2M | $2.1M |
