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 $2.6B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Vanguard Target RET 2055 Trust I, Vanguard Target RET 2055 TR I, Vanguard Target RET 2055, Vanguard Target RET 2055 Trust, Vanguard Target RET 2055 TR Select, Vanguard Target RET 2055 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 | $571.2M |
| 2 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $20.3B | $563.0M |
| 3 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $134.4M |
| 4 | GORDON FOOD SERVICE, INC. GORDON FOOD SERVICE, INC. PROFIT SHARING PLAN | GRAND RAPIDS MI | 13,884 | $2.5B | $107.3M |
| 5 | OCCIDENTAL PETROLEUM CORP DEFINED CONTRIBUTION PL MASTER AGREEMENT OXY COMBINED RETIREMENT AND SAVINGS | HOUSTON TX | — | $3.8B | $95.3M |
| 6 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $93.2M |
| 7 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $84.9M |
| 8 | NOVELIS CORP. NOVELIS MASTER SAVINGS TRUST | ATLANTA GA | — | $1.5B | $83.3M |
| 9 | BRUNSWICK CORPORATION BRUNSWICK REWARDS PLAN | METTAWA IL | 9,351 | $1.8B | $77.5M |
| 10 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER TRUST | OMAHA NE | — | $4.7B | $70.6M |
