Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard** Vanguard Target Retirement 2065 Trust II in their Schedule of Assets, totaling $137.2M 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 | TECHTRONIC INDUSTRIES NORTH AMERICA, INC. TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,951 | $960.6M | $49.1M |
| 2 | MILWAUKEE ELECTRIC TOOL CORPORATION TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,666 | $813.0M | $31.1M |
| 3 | ASCENSUS, LLC. |
DRESHER PA |
| 4,858 |
| $621.8M |
| $6.5M |
| 4 | WIPFLI LLP WIPFLI LLP 401(K) PROFIT SHARING PLAN | WAUSAU WI | 2,318 | $810.7M | $6.1M |
| 5 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $5.1M |
| 6 | EN ENGINEERING, LLC DBA ENTRUST SOLUTIONS GROUP ENTRUST SOLUTIONS GROUP RETIREMENT SAVINGS PLAN | WARRENVILLE IL | 2,699 | $209.1M | $5.1M |
| 7 | SEMICONDUCTOR COMPONENTS INDUSTRIES, LLC ONSEMI 401(K) PLAN | SCOTTSDALE AZ | 3,794 | $1.3B | $4.8M |
| 8 | DANA LIMITED DANA RETIREMENT SAVINGS PLAN | MAUMEE OH | 2,537 | $895.8M | $4.7M |
| 9 | CEVA LOGISTICS U.S. HOLDINGS, INC. CEVA 401(K) PLAN | HOUSTON TX | 9,274 | $584.8M | $3.5M |
| 10 | ON SEMICONDUCTOR CORPORATION ONSEMI 401(K) PLAN | SCOTTSDALE AZ | 3,995 | $1.2B | $3.2M |
