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 $1.3B in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $56.8M |
| 6 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $56.5M |
| 7 | MORTON INVESTMENT COMPANY LLC MORTON SALT 401(K) SAVINGS PLAN | OVERLAND PARK KS | 1,845 | $356.5M | $52.4M |
| 8 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $52.2M |
| 9 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $51.5M |
| 10 | NELNET, INC. NELNET 401(K) PLAN | LINCOLN NE | 7,432 | $755.3M | $51.2M |
