Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 304 retirement plans report an interest in this investment, totaling $6.2B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Target 2020, Vanguard Target 2020 TR I, Vanguard Target 2020 Trust. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PROVIDENCE HEALTH & SERVICES PROVIDENCE ST JOSEPH HEALTH MASTER TRUST | RENTON WA | — | $14.0B | $290.0M |
| 2 | COMCAST CORPORATION COMCAST CORPORATON EMPLOYEE SAVINGS PLANS MASTER T | PHILADELPHIA PA | — | $20.5B | $244.2M |
| 3 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $149.9M |
| 4 | ATH HOLDING COMPANY, LLC ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST | INDIANAPOLIS IN | — | $11.9B | $148.8M |
| 5 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 38,574 | $9.2B | $140.2M |
| 6 | MARS, INCORPORATED U.S. DEFINED CONTRIBUTION PLAN TRUST | HACKETTSTOWN NJ | — | $6.5B | $131.9M |
| 7 | FIDELITY NATIONAL INFORMATION SERVICES, INC. FIDELITY NATIONAL INFORMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 18,321 | $4.7B | $125.7M |
| 8 | AMAZON.COM SERVICES, LLC AMAZON 401(K) PLAN | SEATTLE WA | 1,207,759 | $34.6B | $117.1M |
| 9 | AVAGO TECHNOLOGIES U.S. INC. BROADCOM U.S. 401(K) PLAN | SAN JOSE CA | 17,216 | $13.1B | $116.8M |
| 10 | CONOCOPHILLIPS COMPANY CONOCOPHILLIPS SAVINGS PLAN | HOUSTON TX | 6,894 | $6.7B | $115.1M |
