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 $4.7B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Vanguard Target RET 2045 Trust I, Vanguard Target RET 2045 TR I, Vanguard Target RET 2045, Vanguard Target RET 2045 Trust, Vanguard Target RET 2045 I, Vanguard Target RET 2045 TR Select. 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 | $861.1M |
| 2 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $620.1M |
| 3 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $20.3B | $616.2M |
| 4 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $264.5M |
| 5 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER TRUST | OMAHA NE | — | $4.7B | $209.1M |
| 6 | BRUNSWICK CORPORATION BRUNSWICK REWARDS PLAN | METTAWA IL | 9,351 | $1.8B | $171.5M |
| 7 | GORDON FOOD SERVICE, INC. GORDON FOOD SERVICE, INC. PROFIT SHARING PLAN | GRAND RAPIDS MI | 13,884 | $2.5B | $163.0M |
| 8 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | DEERFIELD BEACH FL | 4,158 | $1.7B | $144.0M |
| 9 | OCCIDENTAL PETROLEUM CORP DEFINED CONTRIBUTION PL MASTER AGREEMENT OXY COMBINED RETIREMENT AND SAVINGS | HOUSTON TX | — | $3.8B | $141.5M |
| 10 | BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN | IDAHO FALLS ID | 6,632 | $2.3B | $122.9M |
