Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retirement 2065 Investment Fund Mutual fund in their Schedule of Assets, totaling $2.9M 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 | BONADIO & CO., LLP BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN | PITTSFORD NY | 961 | $150.2M | $1.7M |
| 2 | ASPIRE BAKERIES LLC ASPIRE BAKERIES LLC RETIREMENT PLAN | LOS ANGELES CA | 2,569 | $168.2M | $510K |
| 3 | SEQUOIA EQUITIES INC. SEQUOIA EQUITIES 401(K) PLAN |
WALNUT CREEK CA |
| 359 |
| $23.5M |
| $292K |
| 4 | MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. 401(K) RETIREMENT PLAN | HERNDON VA | 703 | $42.3M | $264K |
| 5 | CLEARVIEW HOTEL CAPITAL, LLC DOLPHIN HOTEL MANAGEMENT 401(K) PLAN | NEWPORT BEACH CA | 821 | $4.8M | $29K |
| 6 | KEIRO NORTHWEST KEIRO NORTHWEST 403(B) PLAN | SEATTLE WA | 62 | $3.7M | $7K |
| 7 | SKYBOUND, LLC SKYBOUND 401(K) PLAN | LOS ANGELES CA | 124 | $6.4M | $4K |
