Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 172 U.S. retirement plans report holding Vanguard Vanguard Target retirement 2065 in their Schedule of Assets, totaling $147.4M 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 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 24,777 | $3.3B | $25.1M |
| 2 | TEXAS CHILDREN'S THE TAX SHELTERED ANNUITY PLAN OF TEXAS CHILDREN'S HOSPITAL | HOUSTON TX | 15,602 | $2.1B | $13.4M |
| 3 | FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES' SAVINGS PLAN I |
SPRINGFIELD MO |
| 2,471 |
| $954.6M |
| $11.8M |
| 4 | NATIONWIDE CHILDREN'S HOSPITAL, INC. NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 16,511 | $1.0B | $11.8M |
| 5 | FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES SAVINGS PLAN II | SPRINGFIELD MO | 2,551 | $881.2M | $11.0M |
| 6 | BAPTIST HEALTHCARE SYSTEM, INC. BAPTIST HEALTH THRIFT PLAN | LOUISVILLE KY | 2 | $1.2B | $6.1M |
| 7 | AUTOZONE, INC. AUTOZONE, INC. 401(K) PLAN | MEMPHIS TN | 99,222 | $1.1B | $5.4M |
| 8 | AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA CLUB FUTURESAVE PLAN | COSTA MESA CA | 14,373 | $1.6B | $5.2M |
| 9 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN FOR MNA EMPLOYEES | MINNEAPOLIS MN | 4,784 | $454.8M | $4.9M |
| 10 | ASANTE ASANTE 403B PLAN | MEDFORD OR | 5,815 | $758.5M | $4.3M |