Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 169 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2065-INV in their Schedule of Assets, totaling $105.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $45.8M |
| 2 | PHRG MANAGEMENT LLC PHRG MANAGEMENT LLC 401(K) SAVINGS PLAN | CHESTER PA | 3,753 | $157.8M | $6.3M |
| 3 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN |
DRAPER UT |
| — |
| $649.1M |
| $4.3M |
| 4 | ENGIE HOLDINGS INC. ENGIE 401(K) PLAN | HOUSTON TX | 3,304 | $560.3M | $3.5M |
| 5 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TUSTIN CA | 2,905 | $440.1M | $2.8M |
| 6 | D.P. ELECTRIC, INC. D.P. ELECTRIC, INC. 401(K) PLAN | TEMPE AZ | 583 | $19.0M | $2.0M |
| 7 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $1.9M |
| 8 | BLUE OWL CAPITAL INC. BLUE OWL CAPITAL 401(K) PLAN | NEW YORK NY | 1,024 | $63.1M | $1.8M |
| 9 | OIL-DRI CORPORATION OF AMERICA OIL-DRI CORPORATION OF AMERICA 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 893 | $138.0M | $1.6M |
| 10 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,301 | $123.2M | $1.3M |
