Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Tgt Retire 2065 Tr II Collective Trust in their Schedule of Assets, totaling $9.6M 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 | SIERRA PACIFIC INDUSTRIES, INC. SIERRA PACIFIC IND EMPLOYEES' RETIREMENT PLAN | REDDING CA | 6,207 | $675.1M | $5.5M |
| 2 | THE KLEINFELDER GROUP, INC. THE KLEINFELDER GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 3,015 | $539.0M | $4.1M |
