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 $5.6B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Vanguard Target RET 2040 Trust I, Vanguard Target RET 2040 TR I, Vanguard Target RET 2040, Vanguard Target RET 2040 TR Select, Vanguard Target RET 2040 Trust, Vanguard Target RET 2040 I. 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 | $1.1B |
| 2 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $20.3B | $906.9M |
| 3 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $690.6M |
| 4 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $437.7M |
| 5 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER TRUST | OMAHA NE | — | $4.7B | $266.9M |
| 6 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | DEERFIELD BEACH FL | 4,158 | $1.7B | $193.9M |
| 7 | THE WILLIAMS COMPANIES, INC. THE WILLIAMS INVESTMENT PLUS PLAN | TULSA OK | 5,692 | $2.0B | $159.9M |
| 8 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $149.8M |
| 9 | OCCIDENTAL PETROLEUM CORP DEFINED CONTRIBUTION PL MASTER AGREEMENT OXY COMBINED RETIREMENT AND SAVINGS | HOUSTON TX | — | $3.8B | $140.2M |
| 10 | CGI TECHNOLOGIES AND SOLUTIONS, INC. CGI TECHNOLOGIES AND SOLUTIONS, INC. 401(K) SAVINGS PLAN | FAIRFAX VA | 13,442 | $2.4B | $118.0M |
