Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Target Retirement 2065 Investor in their Schedule of Assets, totaling $3.6M 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 | VZL STAFFING SERVICES, LLC VZL 401(K) PLAN | CHICAGO IL | 2,773 | $18.5M | $2.0M |
| 2 | RESTAURANT TECHNOLOGIES, INC. RESTAURANT TECHNOLOGIES, INC. & SUBSIDIARIES 401(K) PLAN | MENDOTA HEIGHTS MN | 1,387 | $69.9M | $1.0M |
| 3 | STRETTO STRETTO 401(K) RETIREMENT PLAN |
IRVINE CA |
| 314 |
| $41.3M |
| $354K |
| 4 | ST. LOUIS ARC, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF ST. LOUIS ARC, INC. | ST. LOUIS MO | 512 | $18.2M | $61K |
| 5 | GERSH ACADEMY, INC. & ALL CONTROL GROUP COMPANIES GERSH AUTISM 401(K) PLAN | HUNTINGTON NY | 374 | $2.1M | $55K |
| 6 | GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. 403(B) THRIFT PLAN | LOS ANGELES CA | 2,794 | $17.8M | $50K |
| 7 | G&D OPERATING HOLDINGS, LLC G&D OPERATING HOLDINGS, LLC RETIREMENT SAVINGS PLAN | MORTON IL | 598 | $23.6M | $29K |
| 8 | HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO IL | 160 | $5.1M | $1K |
