Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 42 retirement plans report an interest in this investment, totaling $975.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Target RET 2050 Trust II, Vanguard Target RET 2050 TR II, Vanguard Target RET 2050 II. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PIONEER NATURAL RESOURCES USA, INC. PIONEER NATURAL RESOURCES USA, INC. 401(K) AND MATCHING PLAN | IRVING TX | 1,917 | $850.0M | $69.4M |
| 2 | BRYAN HEALTH BRYAN HEALTH RETIREMENT SAVINGS PLAN | LINCOLN NE | 7,419 | $926.9M | $63.3M |
| 3 | THE CARLYLE GROUP EMPLOYEE CO., L.L.C. THE CARLYLE GROUP 401(K) PLAN | WASHINGTON DC | 1,521 | $471.0M | $58.0M |
| 4 | NELNET, INC. NELNET 401(K) PLAN | LINCOLN NE | 7,432 | $755.3M | $55.6M |
| 5 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $54.2M |
| 6 | CLARK CONSTRUCTION GROUP LLC CLARK GROUP RETIREMENT PLAN | BETHESDA MD | 2,919 | $1.0B | $54.2M |
| 7 | THE MOSAIC COMPANY MOSAIC MASTER TRUST | TAMPA FL | — | $1.1B | $51.6M |
| 8 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $50.0M |
| 9 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $40.2M |
| 10 | WILLIAMS & CONNOLLY LLP WILLIAMS & CONNOLLY LLP MASTER TRUST | WASHINGTON DC | — | $624.5M | $35.4M |
