Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Target Retiremnt 2065 in their Schedule of Assets, totaling $733K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTH ATLANTIC INDUSTRIES, INC. NORTH ATLANTIC INDUSTRIES, INC. 401(K) PLAN | BOHEMIA NY | 214 | $40.2M | $609K |
| 2 | SECURITY STATE BANK & TRUST SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN | FREDERICKSBURG TX | 289 | $28.0M | $112K |
| 3 | BIG SANDY DISTRIBUTION, INC. |
FRANKLIN FURNACE OH |
| 551 |
| $13.5M |
| $12K |
