Form 5500 Search

Vanguard Target RET 2020 Trust I

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $1.6B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
37
Reported interest (EOY)
$1.6B
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 5 name variants: Vanguard Target RET 2020 Trust I, Vanguard Target RET 2020 TR I, Vanguard Target RET 2020, Vanguard Target RET 2020 TR Select, Vanguard Target RET 2020 Trust. Counts combine all variants of the same investment.

Plans holding Vanguard Target RET 2020 Trust Iranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1ORACLE CORPORATION
ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN
REDWOOD SHORES
CA
54,686$35.0B$273.6M
2UBS AG
UBS 401(K) PLAN TRUST
WEEHAWKEN
NJ
24,260$10.2B$165.2M
3ACCENTURE LLP
ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST
CHICAGO
IL
$22.8B$144.3M
4UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
OMAHA
NE
$4.7B$137.6M
5NOVARTIS CORPORATION
NOVARTIS CORPORATION DC MASTER TRUST
EAST HANOVER
NJ
0$9.8B$105.9M
6OCCIDENTAL PETROLEUM CORP DEFINED CONTRIBUTION PL MASTER AGREEMENT
OXY COMBINED RETIREMENT AND SAVINGS
HOUSTON
TX
$3.8B$63.6M
7ALCON VISION, LLC
ALCON MASTER TRUST
FORT WORTH
TX
$4.0B$61.3M
8JM FAMILY AUTOMOTIVE LLC
JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN
DEERFIELD BEACH
FL
4,158$1.7B$59.9M
9BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
IDAHO FALLS
ID
6,578$2.5B$57.4M
10ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. SAVINGS PLAN
HOUSTON
TX
1,765$2.9B$52.7M
See all 37 plans holding Vanguard Target RET 2020 Trust I
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