Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Tg Retirement 2065 Mutual fund in their Schedule of Assets, totaling $754K 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 | FROSS ZELNICK LEHRMAN & ZISSU, P.C. FROSS ZELNICK LEHRMAN & ZISSU, P.C. 401(K) & PROFIT SHARING PLAN | NEW YORK NY | 175 | $52.9M | $721K |
| 2 | CYXTERA MANAGEMENT, INC. THE CYXTERA 401(K) SAVINGS PLAN | CORAL GABLES FL | 566 | $76.9M | $33K |
