Vanguard Target RET 2060 Trust II
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 45 retirement plans report an interest in this investment, totaling $469.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
45
Reported interest (EOY)
$469.5M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Vanguard Target RET 2060 Trust II, Vanguard Target RET 2060 TR II, Vanguard Target RET 2060 II. Counts combine all variants of the same investment.
Plans holding Vanguard Target RET 2060 Trust IIranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | THE CARLYLE GROUP EMPLOYEE CO., L.L.C. THE CARLYLE GROUP 401(K) PLAN | WASHINGTON DC | 1,521 | $471.0M | $40.8M |
| 2 | CLARK CONSTRUCTION GROUP LLC CLARK GROUP RETIREMENT PLAN | BETHESDA MD | 2,919 | $1.0B | $38.7M |
| 3 | PELOTON INTERACTIVE, INC. PELOTON INTERACTIVE, INC. RETIREMENT PLAN | NEW YORK NY | 1,796 | $231.0M | $32.7M |
| 4 | BRYAN HEALTH BRYAN HEALTH RETIREMENT SAVINGS PLAN | LINCOLN NE | 7,419 | $926.9M | $31.4M |
| 5 | LONZA USA INC. THE LONZA US SAVINGS PLAN | MORRISTOWN NJ | 5,125 | $1.2B | $30.7M |
| 6 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $23.1M |
| 7 | NELNET, INC. NELNET 401(K) PLAN | LINCOLN NE | 7,432 | $755.3M | $22.8M |
| 8 | PIONEER NATURAL RESOURCES USA, INC. PIONEER NATURAL RESOURCES USA, INC. 401(K) AND MATCHING PLAN | IRVING TX | 1,917 | $850.0M | $18.6M |
| 9 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $18.4M |
| 10 | HALEON US HOLDINGS LLC HALEON 401(K) PLAN | WARREN NJ | 2,508 | $734.8M | $16.8M |
See all 45 plans holding Vanguard Target RET 2060 Trust II
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