Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2065 Investor Shares {+} in their Schedule of Assets, totaling $4.8M 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 | TRICORE REFERENCE LABORATORIES TRICORE REFERENCE LABORATORIES 401(K) PLAN | ALBUQUERQUE NM | 1,504 | $117.1M | $3.1M |
| 2 | CONWAY HOSPITAL, INC. D/B/A CONWAY MEDICAL CENTER CONWAY MEDICAL CENTER 401(K) PLAN | CONWAY SC | 1,857 | $89.1M | $670K |
| 3 | ELWYN ELWYN DEFINED CONTRIBUTION 403(B) PLAN |
ELWYN PA |
| 2,534 |
| $73.7M |
| $278K |
| 4 | STANDARD SOLAR, INC. STANDARD SOLAR, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 141 | $12.5M | $213K |
| 5 | TECHMER PM, LLC TECHMER PM, LLC 401(K) PROFIT SHARING PLAN | CLINTON TN | 466 | $69.1M | $148K |
| 6 | LOUISIANA FEDERAL CREDIT UNION LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN | LA PLACE LA | 123 | $11.0M | $84K |
| 7 | HARNETT HEALTH SYSTEM, INC. HARNETT HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT 403(B) PLAN | DUNN NC | 0 | $33.8M | $75K |
| 8 | MASONIC CHARITY FOUNDATION OF NEW JERSEY MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN | BURLINGTON NJ | 383 | $17.3M | $59K |
| 9 | ACCESS COMMUNITY HEALTH NETWORK ACCESS COMMUNITY HEALTH NETWORK RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,071 | $71.6M | $59K |
| 10 | COMMUNITY OF HOPE, INC. COMMUNITY OF HOPE 403(B) | WASHINGTON DC | 477 | $11.2M | $53K |
