Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 70 U.S. retirement plans report holding Vanguard* Target Retirement 2065 Trust II in their Schedule of Assets, totaling $283.4M 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 | USABLE MUTUAL INSURANCE COMPANY ARKANSAS BLUE CROSS AND BLUE SHIELD 401(K) SAVINGS AND PLUS PLAN | LITTLE ROCK AR | 3,352 | $788.6M | $28.2M |
| 2 | REGENERON PHARMACEUTICALS, INC. REGENERON PHARMACEUTICALS, INC. 401(K) SAVINGS PLAN | TARRYTOWN NY | 11,960 | $2.6B | $23.3M |
| 3 | MARCUM LLP |
MELVILLE NY |
| 3,682 |
| $558.0M |
| $20.6M |
| 4 | QUALTRICS LLC QUALTRICS 401(K) PLAN | PROVO UT | 2,688 | $445.8M | $17.0M |
| 5 | COMFORT SYSTEMS USA, INC. COMFORT SYSTEMS USA, INC. 401(K) PLAN | HOUSTON TX | 18,367 | $1.1B | $14.6M |
| 6 | JUMP OPERATIONS, LLC JUMP OPERATIONS, LLC EMPLOYEE 401(K) PLAN | CHICAGO IL | 1,006 | $405.1M | $14.4M |
| 7 | HENDRICK AUTOMOTIVE GROUP, LLC HENDRICK AUTOMOTIVE GROUP 401(K) PLAN | CHARLOTTE NC | 9,556 | $756.6M | $14.0M |
| 8 | DPR CONSTRUCTION DPR CONSTRUCTION RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 8,307 | $1.1B | $11.2M |
| 9 | TRIUMPH GROUP, INC. TRIUMPH GROUP, INC. 401K PLAN | RADNOR PA | 2,026 | $835.5M | $11.0M |
| 10 | LAZARD FRERES & CO. LLC LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 1,722 | $832.0M | $9.9M |
