Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 229 U.S. retirement plans report holding Vanguard Target retirement 2065 Mutual Fund in their Schedule of Assets, totaling $156.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NYU LANGONE HOSPITALS NYU LANGONE HEALTH 403(B) PLAN | NEW YORK NY | 34,692 | $3.6B | $44.7M |
| 2 | J.B. HUNT TRANSPORT SERVICES, INC. J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN | LOWELL AR | 34,171 | $1.4B | $24.9M |
| 3 | BOARD OF TRUSTEES OF THE WESTERN WA U.A. SUPPLEMENTAL PENSION PLAN |
TUKWILA WA |
| 4,139 |
| $661.1M |
| $5.3M |
| 4 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $5.1M |
| 5 | ALTERYX, INC. ALTERYX, INC. RETIREMENT SAVINGS PLAN | IRVINE CA | 1,101 | $208.2M | $2.8M |
| 6 | OMNI HOTELS MANAGEMENT CORPORATION OMNI HOTELS 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 16,009 | $258.1M | $2.4M |
| 7 | HR BENEFITS INC 401(K) TECH COLLECTIVE PLAN | ISSAQUAH WA | 2,360 | $88.8M | $2.2M |
| 8 | BARTS ELECTRIC COMPANY, INC. BARTS ELECTRIC COMPANY, INC. EMPLOYEES 401K PLAN | PLEASANT VALLEY MO | 380 | $21.8M | $2.1M |
| 9 | SIMON KUCHER & PARTNERS LLC SIMON KUCHER & PARTNERS 401(K) PLAN | BOSTON MA | 339 | $51.3M | $2.1M |
| 10 | STEINWAY MUSICAL INSTRUMENTS, INC. SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES | ASTORIA NY | 187 | $47.6M | $2.0M |
