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 $5.3B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Vanguard Target RET 2030 Trust I, Vanguard Target RET 2030 TR I, Vanguard Target RET 2030, Vanguard Target RET 2030 Trust, Vanguard Target RET 2030 I, Vanguard Target RET 2030 TR Select. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 58,808 | $31.0B | $1.0B |
| 2 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $692.2M |
| 3 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $467.0M |
| 4 | ALCON VISION, LLC ALCON MASTER TRUST | FORT WORTH TX | — | $4.0B | $286.0M |
| 5 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | DEERFIELD BEACH FL | 4,158 | $1.7B | $270.0M |
| 6 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER TRUST | OMAHA NE | — | $4.7B | $266.5M |
| 7 | ARAMCO SHARED BENEFITS COMPANY ARAMCO U.S. SAVINGS PLAN | HOUSTON TX | 1,765 | $2.9B | $155.2M |
| 8 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $148.5M |
| 9 | THE WILLIAMS COMPANIES, INC. THE WILLIAMS INVESTMENT PLUS PLAN | TULSA OK | 5,692 | $2.0B | $145.9M |
| 10 | BORGWARNER INC. BORGWARNER INC. RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 5,654 | $1.6B | $143.8M |
