Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 35 retirement plans report an interest in this investment, totaling $578.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Vanguard Target RET 2065 Trust I, Vanguard Target RET 2065 TR I, Vanguard Target RET 2065, Vanguard Target RET 2065 TR Select, Vanguard Target RET 2065 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 | $156.8M |
| 2 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 58,808 | $31.0B | $113.7M |
| 3 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $65.6M |
| 4 | GORDON FOOD SERVICE, INC. GORDON FOOD SERVICE, INC. PROFIT SHARING PLAN | GRAND RAPIDS MI | 13,884 | $2.5B | $21.0M |
| 5 | CROWE LLP CROWE LLP RETIREMENT PLAN | SOUTH BEND IN | 4,840 | $1.3B | $19.4M |
| 6 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $18.3M |
| 7 | COMMERCIAL METALS COMPANY COMMERCIAL METALS COMPANIES RETIREMENT PLAN | IRVING TX | 8,633 | $1.4B | $17.9M |
| 8 | BVH, INC. BLACK & VEATCH MASTER TRUST | OVERLAND PARK KS | — | $1.8B | $14.7M |
| 9 | OCCIDENTAL PETROLEUM CORP DEFINED CONTRIBUTION PL MASTER AGREEMENT OXY COMBINED RETIREMENT AND SAVINGS | HOUSTON TX | — | $3.8B | $12.2M |
| 10 | BRUNSWICK CORPORATION BRUNSWICK REWARDS PLAN | METTAWA IL | 9,351 | $1.8B | $12.1M |
