Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Target Retirement 2065 Investor Shares (408.4370 shares) in their Schedule of Assets, totaling $974K 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 | SOMERSET CAPITAL GROUP, LTD SOMERSET CAPITAL GROUP, LTD 401(K) PLAN | MILFORD CT | 131 | $23.8M | $974K |
