Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Vanguard Target Retirement 2065 Mutual funds in their Schedule of Assets, totaling $11.2M 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 | BOARD OF TRUSTEES OF IRON WORKERS LOCAL 17 ANNUITY FUND IRON WORKERS LOCAL 17 ANNUITY FUND | TROY MI | 1,369 | $101.0M | $2.7M |
| 2 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,085 | $228.3M | $2.0M |
| 3 | HUNTER DOUGLAS, INC |
NEW YORK NY |
| 3,506 |
| $528.9M |
| $1.2M |
| 4 | CLICK BOND, INC. CLICK BOND, INC. 401(K) PLAN | CARSON CITY NV | 524 | $48.6M | $794K |
| 5 | RIGGS DISTLER & COMPANY, INC. RIGGS DISTLER & COMPANY, INC. RETIREMENT PLAN | CHERRY HILL NJ | 258 | $52.7M | $673K |
| 6 | HEART + PAW INTERMEDIATE HOLDINGS, LLC HEART + PAW 401(K) PLAN | BERWYN PA | 373 | $9.1M | $482K |
| 7 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $361K |
| 8 | PERLICK CORPORATION PERLICK CORPORATION RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 214 | $34.2M | $317K |
| 9 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS OH | 708 | $435.5M | $269K |
| 10 | HORNER & SHIFRIN, INC HORNER & SHIFRIN 401(K) PLAN | ST. LOUIS MO | 178 | $16.3M | $266K |
