Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2065 Inv Fund ** $ in their Schedule of Assets, totaling $2.1M 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 | TLP MANAGEMENT SERVICES LLC TLP MANAGEMENT SERVICES LLC 401(K) PLAN | DENVER CO | 560 | $79.8M | $561K |
| 2 | ZIM AMERICAN INTEGRATED SHIPPING SERVICES COMPANY LLC ZIM AMERICAN INTEGRATED SHIPPING SERVICES COMPANY, LLC 401(K) SAVINGS | VIRGINIA BEACH VA | 549 | $48.6M | $398K |
| 3 | LEADER DOGS FOR THE BLIND |
ROCHESTER HILLS MI |
| 166 |
| $18.9M |
| $371K |
| 4 | UNICO LLC UNICO TECHNOLOGIES GROUP 401(K) PLAN | FRANKSVILLE WI | 419 | $55.4M | $317K |
| 5 | COMMUNITY ACCESS UNLIMITED, INC. COMMUNITY ACCESS UNLIMITED, INC. 401(K) PLAN | ELIZABETH NJ | 736 | $20.9M | $177K |
| 6 | WISE US, INC. WISE US, INC. 401(K) PLAN | TAMPA FL | 761 | $14.8M | $154K |
| 7 | 1ST KIDS, INC. 1ST KIDS, INC. 403(B) PLAN | CROWN POINT IN | 130 | $3.4M | $57K |
| 8 | GRAY & SON, INC. GRAY & SON, INC. 401(K) PROFIT SHARING PLAN | TIMONIUM MD | 303 | $63.0M | $43K |
| 9 | QUALITY RESTAURANT GROUP LLC QUALITY RESTAURANT GROUP 401(K) PLAN | RALEIGH NC | 4,057 | $3.9M | $14K |
| 10 | LITTLE FLOWER CHILDREN AND FAMILY SVC OF NY LITTLE FLOWER CHILDREN & FAMILY SERVICES DEFINED CONTRIBUTION PENSION PLAN | WADING RIVER NY | 500 | $10.9M | $9K |
