Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Tgt Rmt 2065 Inv Fund Mutual fund in their Schedule of Assets, totaling $7.0M 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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $3.6M |
| 2 | PVI HOLDINGS, INC. PVI HOLDINGS, INC.401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,006 | $107.8M | $546K |
| 3 | COMMUNITY AID, INC. COMMUNITY AID 401(K) PLAN |
NEW CUMBERLAND PA |
| 406 |
| $4.6M |
| $382K |
| 4 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $288K |
| 5 | MILTENYI BIOTEC NORTH AMERICA INC. MILTENYI BIOTEC NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | GAITHERSBURG MD | 844 | $121.3M | $286K |
| 6 | LIFE CYCLE ENGINEERING, INC. LCE EMPLOYEE SAVINGS PLAN | NORTH CHARLESTON SC | 525 | $68.9M | $272K |
| 7 | BOLDYN NETWORKS US OPERATIONS LLC BOLDYN NETWORKS US OPERATIONS LLC 401(K) PLAN | IRVINE CA | 425 | $50.6M | $250K |
| 8 | ZIRKLE FRUIT COMPANY ZIRKLE FRUIT COMPANY 401(K) PROFIT SHARING PLAN | SELAH WA | 3,930 | $81.2M | $235K |
| 9 | BLACK MOUNTAIN MANAGEMENT, LLC BLACK MOUNTAIN MANAGEMENT, LLC 401(K) | FORT WORTH TX | 356 | $10.7M | $220K |
| 10 | AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH AURORA MENTAL HEALTH RETIREMENT SAVINGS PLAN | AURORA CO | 696 | $26.8M | $157K |
