Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Target Retirement 2065 Pooled separate account in their Schedule of Assets, totaling $3.8M 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 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $2.0M |
| 2 | DIAL SILVERCREST CORP. DIAL SENIOR MANAGEMENT, INC. 401(K) PLAN | OMAHA NE | 842 | $15.1M | $339K |
| 3 | G S LONG CO INC G S LONG CO INC 401K PROFIT SHARING PLAN |
UNION GAP WA |
| 176 |
| $33.7M |
| $284K |
| 4 | PATRIOT FIRE PROTECTION, INC. PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST | TACOMA WA | 154 | $37.3M | $225K |
| 5 | SJC HOLDINGS, INC SJC HOLDINGS INC. RETIREMENT SAVINGS PLAN | FERNLEY NV | 121 | $4.3M | $176K |
| 6 | AKORBI INC AKORBI INC. 401(K) PROFIT SHARING PLAN AND TRUST | OVERLAND PARK KS | 2 | $2.9M | $175K |
| 7 | DIGITAL CONTROL INCORPORATED DIGITAL CONTROL INCORPORATED 401(K) PLAN | KENT WA | 166 | $41.7M | $173K |
| 8 | ICC, INC. ICC, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 161 | $11.4M | $173K |
| 9 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN | WATERVILLE ME | 488 | $22.8M | $86K |
| 10 | ARCHERPOINT TRANSACTION HOLDCO, INC. ARCHERPOINT EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | LOGANVILLE GA | 71 | $36.8M | $38K |
