Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2065 Inv N/R in their Schedule of Assets, totaling $3.2M 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 | SCHOTT CORPORATION SCHOTT CORPORATION 401(K) PLAN | RYE BROOK NY | 765 | $172.9M | $1.2M |
| 2 | PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE PARTNER ENGINEERING AND SCIENCE 401(K) PLAN | TORRANCE CA | 1,253 | $108.7M | $961K |
| 3 | VECTOR SECURITY, INC |
WARRENDALE PA |
| 1,529 |
| $151.1M |
| $408K |
| 4 | LEONA ARIZONA EMPLOYMENT GROUP, INC LAEG 401(K) PLAN | PHOENIX AZ | 730 | $27.1M | $252K |
| 5 | MJ HOLDING COMPANY, LLC MJ HOLDING COMPANY, LLC 401(K) PLAN | BRIDGEVIEW IL | 115 | $18.9M | $162K |
| 6 | INTEGRACARE INTEGRACARE 401(K) SAVINGS PLAN | WEXFORD PA | 385 | $8.6M | $72K |
| 7 | UNIVERSITY OF SCRANTON THE UNIVERSITY OF SCRANTON 403(B) PLAN | SCRANTON PA | 663 | $105.3M | $45K |
| 8 | WAREHOUSE DIRECT INCORPORATED WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST | DES PLAINES IL | 317 | $19.8M | $30K |
