Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 413 retirement plans report an interest in this investment, totaling $351.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Vanguard Target RET 2035, Vanguard Target RET 2035 Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $339.3M |
| 2 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | DEERFIELD BEACH FL | 4,158 | $1.7B | $273.3M |
| 3 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $163.2M |
| 4 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $21.6M |
| 5 | SCHMIDBAUER LUMBER, INC. SCHMIDBAUER LUMBER SAWMILLS 401(K) PLAN | EUREKA CA | 599 | $71.5M | $10.1M |
| 6 | VERSANT DENTAL, PLLC VERSANT DENTAL 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 120 | $14.7M | $7.8M |
| 7 | TRINITY INDUSTRIES, INC. TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020 | DALLAS TX | 2,890 | $385.9M | $6.8M |
| 8 | ICON INFORMATION CONSULTANTS, LP ICON RETIREMENT PLAN | HOUSTON TX | 3,764 | $63.5M | $6.6M |
| 9 | NATIONAL TRENCH SAFETY, INC. NTS 401(K) PLAN | HOUSTON TX | 802 | $39.2M | $6.1M |
| 10 | THE PINGREE SCHOOL, INC. THE PINGREE SCHOOL, INC. 401(K) PLAN | SOUTH HAMILTON MA | 131 | $22.0M | $5.9M |
