Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vngrd Trgt Rtrmt 2065 Inv in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $453K |
| 2 | MCCARL'S LLC MCCARL'S RETIREMENT SAVINGS PLAN | BEAVER FALLS PA | 138 | $12.5M | $226K |
| 3 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ |
| 626 |
| $42.6M |
| $221K |
| 4 | AFFINITY DENTAL AFFINITY DENTAL 401-K RETIREMENT PLAN | HOLYOKE MA | 178 | $20.0M | $152K |
| 5 | EAU CLAIRE COOPERATIVE HEALTH CENTER EAU CLAIRE COOPERATIVE CENTER 403(B) RETIREMENT PLAN AND TRUST | COLUMBIA SC | 528 | $11.4M | $72K |
| 6 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $54K |
| 7 | BELL MOTOR CARS, INC. BELL AUTOMOTIVE NETWORK 401K PLAN | NORTH EDISON NJ | 352 | $14.0M | $5K |
