Vanguard Target RET 2040 Trust II
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 45 retirement plans report an interest in this investment, totaling $1.3B in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
45
Reported interest (EOY)
$1.3B
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Vanguard Target RET 2040 Trust II, Vanguard Target RET 2040 TR II, Vanguard Target RET 2040 II. Counts combine all variants of the same investment.
Plans holding Vanguard Target RET 2040 Trust IIranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WILLIAMS & CONNOLLY LLP WILLIAMS & CONNOLLY LLP MASTER TRUST | WASHINGTON DC | — | $624.5M | $99.2M |
| 2 | LONZA USA INC. THE LONZA US SAVINGS PLAN | MORRISTOWN NJ | 5,125 | $1.2B | $89.6M |
| 3 | THE MOSAIC COMPANY MOSAIC MASTER TRUST | TAMPA FL | — | $1.1B | $72.0M |
| 4 | VERTIV GROUP CORPORATION VERTIV GROUP CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 4,421 | $1.1B | $62.9M |
| 5 | METTLER-TOLEDO, LLC METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN | COLUMBUS OH | 3,556 | $882.7M | $61.8M |
| 6 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $56.8M |
| 7 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $56.5M |
| 8 | MORTON INVESTMENT COMPANY LLC MORTON SALT 401(K) SAVINGS PLAN | OVERLAND PARK KS | 1,845 | $356.5M | $52.4M |
| 9 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $52.2M |
| 10 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $51.5M |
See all 45 plans holding Vanguard Target RET 2040 Trust II
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