Form 5500 Search

Vanguard Target RET 2030

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 397 retirement plans report an interest in this investment, totaling $300.7M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
397
Reported interest (EOY)
$300.7M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: Vanguard Target RET 2030, Vanguard Target RET 2030 Fund. Counts combine all variants of the same investment.

Plans holding Vanguard Target RET 2030ranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1UBS AG
UBS 401(K) PLAN TRUST
WEEHAWKEN
NJ
24,260$10.2B$467.0M
2JM FAMILY AUTOMOTIVE LLC
JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN
DEERFIELD BEACH
FL
4,158$1.7B$270.0M
3SEDGWICK CLAIMS MANAGEMENT SERVICES, INC.
SEDGWICK 401(K) SAVINGS PLAN
MEMPHIS
TN
25,456$1.9B$148.5M
4TRINITY INDUSTRIES, INC.
TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020
DALLAS
TX
2,890$385.9M$33.7M
5CERBERUS CAPITAL MANAGEMENT, L.P.
CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN
NEW YORK
NY
597$345.3M$24.6M
6SCHMIDBAUER LUMBER, INC.
SCHMIDBAUER LUMBER SAWMILLS 401(K) PLAN
EUREKA
CA
599$71.5M$8.2M
7MARQUETTE TRANSPORTATION COMPANY, LLC
MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN
PADUCAH
KY
1,390$94.0M$6.7M
8ICON INFORMATION CONSULTANTS, LP
ICON RETIREMENT PLAN
HOUSTON
TX
3,764$63.5M$6.6M
9WSB & ASSOCIATES, INC.
WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST
MINNEAPOLIS
MN
1,329$123.9M$5.7M
10NATIONAL TRENCH SAFETY, INC.
NTS 401(K) PLAN
HOUSTON
TX
802$39.2M$4.3M
See all 397 plans holding Vanguard Target RET 2030
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