Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 46 retirement plans report an interest in this investment, totaling $939.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Target RET 2025 Trust II, Vanguard Target RET 2025 TR II, Vanguard Target RET 2025 II. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | THE MOSAIC COMPANY MOSAIC MASTER TRUST | TAMPA FL | — | $1.1B | $68.8M |
| 2 | VERTIV GROUP CORPORATION VERTIV GROUP CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 4,421 | $1.1B | $62.5M |
| 3 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $56.1M |
| 4 | GBT US LLC GBT 401(K) PLAN | NEW YORK NY | 4,795 | $470.7M | $53.6M |
| 5 | METTLER-TOLEDO, LLC METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN | COLUMBUS OH | 3,411 | $793.2M | $52.4M |
| 6 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $47.9M |
| 7 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $47.9M |
| 8 | STINSON LLP STINSON LLP RETIREMENT PLAN | KANSAS CITY MO | 884 | $613.5M | $42.6M |
| 9 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $40.9M |
| 10 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $40.7M |
