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 $1.6B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Vanguard Target RET 2060 Trust I, Vanguard Target RET 2060 TR I, Vanguard Target RET 2060, Vanguard Target RET 2060 TR Select, Vanguard Target RET 2060 Trust. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $20.3B | $387.1M |
| 2 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 58,808 | $31.0B | $381.1M |
| 3 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $120.6M |
| 4 | GORDON FOOD SERVICE, INC. GORDON FOOD SERVICE, INC. PROFIT SHARING PLAN | GRAND RAPIDS MI | 13,884 | $2.5B | $60.9M |
| 5 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $52.8M |
| 6 | CROWE LLP CROWE LLP RETIREMENT PLAN | SOUTH BEND IN | 4,840 | $1.3B | $51.5M |
| 7 | CGI TECHNOLOGIES AND SOLUTIONS, INC. CGI TECHNOLOGIES AND SOLUTIONS, INC. 401(K) SAVINGS PLAN | FAIRFAX VA | 13,442 | $2.4B | $46.0M |
| 8 | NOVELIS CORP. NOVELIS MASTER SAVINGS TRUST | ATLANTA GA | — | $1.5B | $43.6M |
| 9 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $40.3M |
| 10 | BATTELLE MEMORIAL INSTITUTE BATTELLE EMPLOYEES' SAVINGS PLAN | COLUMBUS OH | 8,543 | $3.1B | $34.3M |
