Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Vanguard Vanguard Target Retrmnt 2065 Inv - in their Schedule of Assets, totaling $27.8M 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 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $5.4M |
| 2 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $4.4M |
| 3 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN |
BREA CA |
| 2,463 |
| $344.5M |
| $1.9M |
| 4 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $1.6M |
| 5 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES | FRANKFURT KY | 1,456 | $102.8M | $1.4M |
| 6 | REDFIN CORPORATION REDFIN 401(K) PROFIT SHARING PLAN | SEATTLE WA | 3,506 | $223.2M | $1.3M |
| 7 | FORESIGHT ENERGY LLC FORESIGHT ENERGY LLC 401(K) PLAN | ST. LOUIS MO | 788 | $68.0M | $1.3M |
| 8 | ONEHARRIS, INC. HARRIS 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 681 | $82.6M | $901K |
| 9 | FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET MN | 1,675 | $110.7M | $827K |
| 10 | OLD WORLD INDUSTRIES, LLC OLD WORLD 401(K) PLAN | NORTHBROOK IL | 397 | $71.8M | $679K |
