Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2065 Registered investment companies in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LUMERIS HEALTHCARE OUTCOMES LUMERIS 401(K) PLAN | MARYLAND HEIGHTS MO | 909 | $165.6M | $487K |
| 2 | FABER CONSTRUCTION, INC. FABER CONSTRUCTION, INC 401K PLAN | LYNDEN WA | 155 | $11.6M | $417K |
| 3 | THE REED COLLEGE REED COLLEGE RETIREMENT PLAN |
| 653 |
| $254.9M |
| $226K |
| 4 | RISE, INC. RISE INC. 403(B) EMPLOYEE RETIREMENT PLAN | MESA AZ | 2,952 | $4.5M | $52K |
| 5 | TARBELL & BRODICH PROFESSIONAL ASSOCIATION TARBELL & KEYSTONE 401(K) PROFIT SHARING PLAN | CONCORD NH | 306 | $5.0M | $47K |
