Form 5500 Search

Vanguard Target RET 2065 Trust I

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 $656.1M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
35
Reported interest (EOY)
$656.1M
Data source
DOL Form 5500 · Schedule D

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 Trust, Vanguard Target RET 2065 TR Select. Counts combine all variants of the same investment.

Plans holding Vanguard Target RET 2065 Trust Iranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1ACCENTURE LLP
ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST
CHICAGO
IL
$22.8B$179.5M
2ORACLE CORPORATION
ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN
REDWOOD SHORES
CA
54,686$35.0B$161.7M
3UBS AG
UBS 401(K) PLAN TRUST
WEEHAWKEN
NJ
24,260$10.2B$65.6M
4GORDON FOOD SERVICE, INC.
GORDON FOOD SERVICE, INC. PROFIT SHARING PLAN
GRAND RAPIDS
MI
13,985$2.8B$33.0M
5CROWE LLP
CROWE LLP RETIREMENT PLAN
SOUTH BEND
IN
4,840$1.3B$19.4M
6SEDGWICK CLAIMS MANAGEMENT SERVICES, INC.
SEDGWICK 401(K) SAVINGS PLAN
MEMPHIS
TN
25,456$1.9B$18.3M
7BATTELLE MEMORIAL INSTITUTE
BATTELLE EMPLOYEES' SAVINGS PLAN
COLUMBUS
OH
8,537$3.4B$17.8M
8BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
IDAHO FALLS
ID
6,578$2.5B$15.7M
9BVH, INC.
BLACK & VEATCH MASTER TRUST
OVERLAND PARK
KS
$1.8B$14.7M
10OCCIDENTAL PETROLEUM CORP DEFINED CONTRIBUTION PL MASTER AGREEMENT
OXY COMBINED RETIREMENT AND SAVINGS
HOUSTON
TX
$3.8B$12.2M
See all 35 plans holding Vanguard Target RET 2065 Trust I
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