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 Trust II in their Schedule of Assets, totaling $111.1M 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 | 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 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $20.6M |
| 3 | DPR CONSTRUCTION DPR CONSTRUCTION RETIREMENT SAVINGS PLAN |
SANTA CLARA CA |
| 8,307 |
| $1.1B |
| $11.2M |
| 4 | TRIUMPH GROUP, INC. TRIUMPH GROUP, INC. 401K PLAN | RADNOR PA | 2,026 | $835.5M | $11.0M |
| 5 | J. F. SHEA COMPANY, INC. J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN | WALNUT CA | 1,919 | $482.7M | $9.8M |
| 6 | GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN | DELAWARE OH | 6,763 | $863.4M | $6.2M |
| 7 | THE SCOTTS COMPANY LLC THE SCOTTS COMPANY LLC RETIREMENT SAVINGS PLAN | MARYSVILLE OH | 4,612 | $691.4M | $5.1M |
| 8 | ARCH CAPITAL GROUP (U.S.) INC. ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | JERSEY CITY NJ | 3,978 | $1.3B | $5.1M |
| 9 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $4.0M |
| 10 | BROOKFIELD POWER US HOLDING AMERICA CO. BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN | NEW YORK NY | 1,581 | $279.1M | $3.9M |
