Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2065 Fund Investor Shares in their Schedule of Assets, totaling $8.8M 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 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN | PHOENIX AZ | 4,188 | $284.6M | $3.1M |
| 2 | KEYSTONE STRATEGY LLC KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 245 | $32.0M | $1.4M |
| 3 | FIRST INTERNATIONAL BANK & TRUST FIRST INTERNATIONAL BANK & TRUST 401(K) PROFIT SHARING PLAN |
WATFORD CITY ND |
| 616 |
| $98.4M |
| $1.1M |
| 4 | STAR OF THE WEST MILLING CO. STAR OF THE WEST SAVINGS AND PROTECTION PLAN | FRANKENMUTH MI | 401 | $38.8M | $633K |
| 5 | SPHERA SOLUTIONS, INC. SPHERA SOLUTIONS INC. 401(K) PLAN | CHICAGO IL | 372 | $65.6M | $554K |
| 6 | WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS TX | 151 | $51.6M | $553K |
| 7 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 178 | $37.9M | $226K |
| 8 | COPE PLASTICS, INC. COPE PLASTICS, INC. PROFIT SHARING PLAN | ALTON IL | 339 | $45.0M | $211K |
| 9 | ACADEMIC MEDICINE SERVICES INC ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | BUFFALO NY | 238 | $39.5M | $173K |
| 10 | LEADING PHARMA, LLC LEADING PHARMA 401(K) PLAN | FAIRFIELD NJ | 182 | $5.9M | $141K |
