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 $1.4B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Target RET 2035 Trust II, Vanguard Target RET 2035 TR II, Vanguard Target RET 2035 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 | $82.3M |
| 2 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $77.0M |
| 3 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $74.9M |
| 4 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $70.8M |
| 5 | GBT US LLC GBT 401(K) PLAN | NEW YORK NY | 4,795 | $470.7M | $65.4M |
| 6 | NELNET, INC. NELNET 401(K) PLAN | LINCOLN NE | 7,432 | $755.3M | $60.3M |
| 7 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $59.2M |
| 8 | METTLER-TOLEDO, LLC METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN | COLUMBUS OH | 3,411 | $793.2M | $58.4M |
| 9 | VERTIV GROUP CORPORATION VERTIV GROUP CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 4,421 | $1.1B | $58.1M |
| 10 | YAZAKI NORTH AMERICA, INC. YAZAKI EMPLOYEE SAVINGS AND RETIREMENT PLAN | CANTON MI | 1,913 | $676.6M | $57.9M |
