Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Target Retirement 2065 N/R in their Schedule of Assets, totaling $10.5M 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 | ENERSYS DELAWARE INC. ENERSYS DELAWARE INC. 401(K) PLAN | READING PA | 4,488 | $467.6M | $5.7M |
| 2 | ATWELL, LLC ATWELL, LLC SAVINGS AND PROFIT SHARING PLAN | SOUTHFIELD MI | 1,357 | $110.0M | $1.3M |
| 3 | LAFORCE, LLC LAFORCE, LLC 401(K) PLAN |
| 670 |
| $100.7M |
| $801K |
| 4 | AIR WISCONSIN AIRLINES LLC IAMAW LOCAL NO. 2575 - AIR WISCONSIN AIRLINES RETIREMENT PLAN AND TRUST | APPLETON WI | 148 | $25.5M | $614K |
| 5 | KAYSUN CORPORATION KAYSUN CORPORATION 401(K) PROFIT SHARING PLAN | MANITOWOC WI | 205 | $14.5M | $330K |
| 6 | AIR WISCONSIN AIRLINES LLC AIR WISCONSIN AIRLINES SAVINGS PLAN | APPLETON WI | 293 | $59.1M | $291K |
| 7 | GREEN BAY PACKAGING, INC. GREEN BAY PACKAGING, INC. SAVINGS AND PROTECTION PLAN | GREEN BAY WI | 1,450 | $319.9M | $230K |
| 8 | SAN FRANCISCO SPCA THE 401(K) PROFIT SHARING PLAN OF SAN FRANCISCO SPCA | SAN FRANCISCO CA | 360 | $26.4M | $216K |
| 9 | JHT HOLDINGS, INC. JHT HOLDINGS, INC. AND PARTICIPATING EMPLOYERS 401(K) PLAN | PLEASANT PRAIRIE WI | 216 | $24.1M | $190K |
| 10 | NORTH PENN COMPREHENSIVE HEALTH SERVICES NORTH PENN COMPREHENSIVE HEALTH SERVICES 403(B) PLAN | MANSFIELD PA | 174 | $8.8M | $139K |
