Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Vanguard Target Retirement 2065 Mutual fund N/A in their Schedule of Assets, totaling $18.1M 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 | CONFLUENCE HEALTH CONFLUENCE HEALTH 401(K) PLAN | WENATCHEE WA | 3,651 | $697.1M | $3.3M |
| 2 | CEDAR FAIR, L.P. CEDAR FAIR RETIREMENT SAVINGS PLAN | SANDUSKY OH | 3,198 | $337.4M | $2.4M |
| 3 | COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN |
DUBUQUE IA |
| 1,316 |
| $213.9M |
| $2.4M |
| 4 | FLINT HILLS RESOURCES PINE BEND, LLC FLINT HILLS RESOURCES UNION EMPLOYEES 401(K) PLAN | WICHITA KS | 591 | $248.4M | $1.1M |
| 5 | MINN-DAK FARMERS COOPERATIVE MINN-DAK FARMERS COOPERATIVE 401(K) SALARY REDUCTION PLAN & TRUST | WAHPETON ND | 468 | $54.2M | $824K |
| 6 | BUSHEL INC. BUSHEL INC. 401(K) PLAN | FARGO ND | 120 | $12.5M | $623K |
| 7 | MHC SOFTWARE HOLDINGS, INC. MHC 401(K) PLAN | BURNSVILLE MN | 121 | $24.6M | $498K |
| 8 | ALERUS FINANCIAL ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | GRAND FORKS ND | 864 | $192.1M | $498K |
| 9 | BRANDT HOLDINGS COMPANY BRANDT HOLDINGS COMPANY 401(K) PLAN | FARGO ND | 1,713 | $114.3M | $451K |
| 10 | BIERY CHEESE COMPANY BIERY CHEESE COMPANY EMPLOYEES PROFIT SHARING PLAN | LOUISVILLE OH | 389 | $20.4M | $430K |
