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 Investor Shares Mutual fund - in their Schedule of Assets, totaling $3.2M 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 | EASTER SEALS SOUTHERN CALIFORNIA, INC. EASTERSEALS SOUTHERN CALIFORNIA RETIREMENT PLAN | IRVINE CA | 2,939 | $91.7M | $1.9M |
| 2 | BRIDGE HOUSING CORPORATION BRIDGE HOUSING CORPORATION 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 562 | $46.5M | $530K |
| 3 | PRICE TRANSFER, INC. |
RANCHO DOMINGUEZ CA |
| 311 |
| $15.8M |
| $280K |
| 4 | COMMUNITY OPTIONS, INC. COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN | PRINCETON NJ | 6,381 | $31.1M | $238K |
| 5 | MACK ENERGY CORPORATION MACK ENERGY CORPORATION 401(K) PLAN | ARTESIA NM | 94 | $64.1M | $117K |
| 6 | CHASE PETROLEUM SERVICES & SUPPLY, LLC. THE CHASE GROUP 401(K) PLAN | ARTESIA NM | 180 | $26.6M | $112K |
| 7 | PINES HEALTH SERVICES PINES HEALTH SERVICES 403(B) PLAN | CARIBOU ME | 151 | $14.6M | $8K |
