Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 46 retirement plans report an interest in this investment, totaling $479.1M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 |
