Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Target Retirement 2065 Trust in their Schedule of Assets, totaling $61.6M 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 | CONOCOPHILLIPS COMPANY CONOCOPHILLIPS SAVINGS PLAN | HOUSTON TX | 6,894 | $6.7B | $25.1M |
| 2 | HEARTLAND DENTAL, LLC HEARTLAND DENTAL 401K AND STOCK PARTICIPATION PLAN | EFFINGHAM IL | 20,969 | $1.1B | $8.8M |
| 3 | NIELSEN CONSUMER LLC NIELSENIQ 401(K) SAVINGS PLAN |
CHICAGO IL |
| 2,727 |
| $738.4M |
| $6.8M |
| 4 | THE BOARD OF TRUSTEES OF THE CENTRAL MIDWEST REGIONAL COUNCIL CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS DEFINED CONTRIBUTION PENSION PLAN | TROY MI | 35,197 | $1.4B | $6.0M |
| 5 | DAYTON CHILDREN'S HOSPITAL DAYTON CHILDREN'S HOSPITAL 401(K) PLAN | DAYTON OH | 4,346 | $352.3M | $4.6M |
| 6 | ARAMCO SHARED BENEFITS COMPANY ARAMCO U.S. SAVINGS PLAN | HOUSTON TX | 1,765 | $2.9B | $3.3M |
| 7 | ATRIUS MSO, LLC ATRIUS 401K RETIREMENT SAVINGS PLAN | MINNETONKA MN | 5,536 | $1.6B | $2.3M |
| 8 | OAK CREST VILLAGE, INC. ERICKSON COMMUNITY 401(K) PLAN | CANTONSVILLE MD | 12,374 | $294.7M | $2.1M |
| 9 | SCRI HOLDINGS, LLC SCRI HOLDINGS, LLC 401(K) PLAN | NASHVILLE TN | 1,046 | $44.5M | $1.1M |
| 10 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $850K |
