Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Vanguard Target Retirement 2065 Registered investment company in their Schedule of Assets, totaling $25.4M 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 | DETROIT DIESEL CORPORATION DETROIT DIESEL UAW 163 HOURLY SAVINGS PLAN | PORTLAND OR | 1,689 | $304.2M | $2.8M |
| 2 | AGILE SPORTS TECHNOLOGIES, INC. AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LINCOLN NE | 736 | $59.3M | $2.3M |
| 3 | CRC COMPANIES L.L.C. |
ARLINGTON VA |
| 484 |
| $131.6M |
| $2.3M |
| 4 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $1.9M |
| 5 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN | HARRISBURG PA | 841 | $187.1M | $1.2M |
| 6 | FENDER MUSICAL INSTRUMENTS CORPORATION FENDER MUSICAL INSTRUMENTS 401(K) PLAN | SCOTTSDALE AZ | 1,566 | $134.3M | $1.2M |
| 7 | SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO CA | 147 | $116.3M | $1.2M |
| 8 | LESAFFRE INTERNATIONAL CORPORATION LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 631 | $117.6M | $990K |
| 9 | MICHIGAN ORTHOPAEDIC SURGEONS, PLLC MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN | SOUTHFIELD MI | 371 | $46.5M | $989K |
| 10 | OAK HARBOR FREIGHT LINES, INC. OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST | AUBURN WA | 2,012 | $112.1M | $800K |
