Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding Vanguard Tgt Rmt 2065 Inv Fund in their Schedule of Assets, totaling $117.3M 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 | IMAGINE LEARNING LLC IMAGINE LEARNING LLC 401(K) PLAN | TEMPE AZ | 2,726 | $138.4M | $19.9M |
| 2 | VETERINARY EMERGENCY GROUP, LLC VETERINARY EMERGENCY GROUP 401(K) PLAN | WHITE PLAINS NY | 5,269 | $96.6M | $13.0M |
| 3 | IMAGINE LEARNING LLC IMAGINE LEARNING LLC 401(K) PLAN |
SCOTTSDALE AZ |
| 2,606 |
| $89.5M |
| $11.9M |
| 4 | ADVANCED DRAINAGE SYSTEMS, INC. ADVANCED DRAINAGE SYSTEMS, INC. RETIREMENT AND STOCK OWNERSHIP PLAN | HILLIARD OH | 5,249 | $1.1B | $6.0M |
| 5 | SENECA GAMING CORPORATION SENECA GAMING CORPORATION 401(K) PLAN | NIAGARA FALLS NY | 4,088 | $123.2M | $5.0M |
| 6 | HUDSON-ALPHA INSTITUTE FOR BIOTECHNOLOGY HUDSON-ALPHA INSTITUTE FOR BIOTECHNOLOGY 401(K) PLAN | HUNTSVILLE AL | 214 | $37.9M | $5.0M |
| 7 | STRATEGIC HEALTH PARTNERS, INC. STRATEGIC HEALTH PARTNERS, INC. 401(K) PLAN | KENNESAW GA | 134 | $24.1M | $3.1M |
| 8 | CORE4CE, LLC CORE4CE 401(K) PLAN | NORTH CHARLESTON SC | 606 | $39.8M | $2.9M |
| 9 | WATCHFIRE SIGNS LLC WATCHFIRE SIGNS NON-UNION 401(K) PLAN | DANVILLE IL | 343 | $44.3M | $2.9M |
| 10 | YAKIMA PRODUCTS, INC. YAKIMA PRODUCTS, INC. 401(K) SAVINGS PLAN | LAKE OSWEGO OR | 104 | $19.2M | $2.8M |
