Vanguard Target RET 2025 Trust I
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $3.5B in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
38
Reported interest (EOY)
$3.5B
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 5 name variants: Vanguard Target RET 2025 Trust I, Vanguard Target RET 2025 TR I, Vanguard Target RET 2025, Vanguard Target RET 2025 Trust, Vanguard Target RET 2025 TR Select. Counts combine all variants of the same investment.
Plans holding Vanguard Target RET 2025 Trust Iranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 54,686 | $35.0B | $632.2M |
| 2 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $424.8M |
| 3 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $209.0M |
| 4 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $22.8B | $192.5M |
| 5 | ALCON VISION, LLC ALCON MASTER TRUST | FORT WORTH TX | — | $4.0B | $176.9M |
| 6 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER TRUST | OMAHA NE | — | $4.7B | $174.0M |
| 7 | BRUNSWICK CORPORATION BRUNSWICK REWARDS PLAN | METTAWA IL | 9,351 | $1.8B | $137.7M |
| 8 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | DEERFIELD BEACH FL | 4,158 | $1.7B | $132.5M |
| 9 | VERITIV CORPORATION VERITIV RETIREMENT SAVINGS PLAN | ATLANTA GA | 3,644 | $1.2B | $125.8M |
| 10 | OCCIDENTAL PETROLEUM CORP DEFINED CONTRIBUTION PL MASTER AGREEMENT OXY COMBINED RETIREMENT AND SAVINGS | HOUSTON TX | — | $3.8B | $115.8M |
See all 38 plans holding Vanguard Target RET 2025 Trust I
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