Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Target Retirement 2065 Mutual fund (1) in their Schedule of Assets, totaling $2.6M 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 | PLAYFLY, LLC PLAYFLY, LLC 401(K) PLAN | BERWYN PA | 643 | $32.4M | $1.3M |
| 2 | AMERICHEM, INC. AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CUYAHOGA FALLS OH | 543 | $84.9M | $516K |
| 3 | MEDRISK, LLC MEDRISK LLC 401(K) PLAN | KING OF PRUSSIA |
| 1,197 |
| $51.8M |
| $309K |
| 4 | DOLLAR FINANCIAL GROUP, INC. DOLLAR FINANCIAL GROUP RETIREMENT PLAN | BERWYN PA | 317 | $26.5M | $159K |
| 5 | SYNDEO OUTSOURCING, LLC SYNDEO OUTSOURCING 401(K) POOLED EMPLOYER PLAN | WICHITA KS | 982 | $35.0M | $142K |
| 6 | THRIVE GLOBAL HOLDINGS, INC. THRIVE GLOBAL HOLDINGS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 130 | $8.7M | $81K |
| 7 | VESTED HR II, LLC VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | PALM HARBOR FL | 533 | $12.3M | $51K |
| 8 | ALL PEO, INC. ALL PEO, INC. RETIREMENT SAVINGS PLAN | TUALATIN OR | 121 | $4.7M | $22K |
| 9 | MOODY DUNBAR, INC. MOODY DUNBAR, INC. PROFIT SHARING PLAN | JOHNSON CITY TN | 87 | $13.6M | $16K |
| 10 | ALLIED PHYSICIANS SURGERY CENTER, LLC ALLIED PHYSICIANS SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN | SOUTH BEND IN | 126 | $12.7M | $9K |
