Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2065 Fund in their Schedule of Assets, totaling $500K 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 | ENGINEERED PROFILES LLC ENGINEERED PROFILES 401K PLAN | COLUMBUS OH | 337 | $12.4M | $126K |
| 2 | TEACHING STRATEGIES, LLC TEACHING STRATEGIES, LLC PROFIT SHARING PLAN | WASHINGTON DC | 411 | $40.5M | $106K |
| 3 | NORMAN W. FRIES, INC. CLAXTON CLAXTON POULTRY FARMS EMPLOYEES' SAVING PLAN |
CLAXTON GA |
| 2,924 |
| $20.4M |
| $62K |
| 4 | CIMA SERVICES MANAGEMENT, INC. CIMA 401(K) PLAN | PASADENA TX | 300 | $8.3M | $46K |
| 5 | PEDIATRICS NORTHWEST, P.S. PEDIATRICS NORTHWEST, PS 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 92 | $36.8M | $44K |
| 6 | MANET COMMUNITY HEALTH CENTER INC MANET COMMUNITY HEALTH CENTER, INC TAX SHELTERED ANNUITY PLAN | NORTH QUINCY MA | 167 | $11.3M | $28K |
| 7 | PHOENIX ENVIRONMENTAL LABORATORIES, INC. PHOENIX ENVIRONMENTAL LABORATORIES 401(K) PLAN | MANCHESTER CT | 116 | $13.8M | $23K |
| 8 | COMMUNITY RENEWAL TEAM, INC. COMMUNITY RENEWAL TEAM, INC. 401K PLAN | HARTFORD CT | 406 | $10.7M | $22K |
| 9 | RECONSERVE, INC. RECONSERVE 401(K) PLAN | SANTA MONICA CA | 429 | $18.6M | $22K |
| 10 | THE J. E. SHEPARD COMPANY THE J. E. SHEPARD COMPANY MASTER 401(K) SAVINGS PLAN | SOUTH WINDSOR CT | 93 | $11.4M | $22K |