Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Target Retiremnt 2065 Registered investment company in their Schedule of Assets, totaling $23.2M 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 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $3.6M |
| 2 | CLEVELAND GUARDIANS BASEBALL COMPANY, LLC THE CLEVELAND GUARDIANS 401(K) PLAN | CLEVELAND OH | 3,100 | $60.9M | $2.4M |
| 3 | ROTHSCHILD & CO NORTH AMERICA INC. |
NEW YORK NY |
| 420 |
| $155.8M |
| $2.4M |
| 4 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,216 | $540.6M | $1.8M |
| 5 | FLINT HILLS RESOURCES PINE BEND, LLC FLINT HILLS RESOURCES UNION EMPLOYEES 401(K) PLAN | WICHITA KS | 591 | $248.4M | $1.1M |
| 6 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 401(K) PLAN | NEW YORK NY | 333 | $219.1M | $1.1M |
| 7 | GROUP 1001 RESOURCES LLC GROUP 1001 401(K) SAVINGS PLAN | ZIONSVILLE IN | 1,585 | $172.3M | $1.1M |
| 8 | TIGERRISK PARTNERS, LLC HOWDEN RE 401(K) & PROFIT SHARING PLAN | STAMFORD CT | 356 | $79.8M | $1.0M |
| 9 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $1.0M |
| 10 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,186 | $492.2M | $903K |
