Vanguard Target RET 2065 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 $142.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
45
Reported interest (EOY)
$142.7M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Vanguard Target RET 2065 Trust II, Vanguard Target RET 2065 TR II, Vanguard Target RET 2065 II. Counts combine all variants of the same investment.
Plans holding Vanguard Target RET 2065 Trust IIranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BRYAN HEALTH BRYAN HEALTH RETIREMENT SAVINGS PLAN | LINCOLN NE | 7,419 | $926.9M | $14.4M |
| 2 | CLARK CONSTRUCTION GROUP LLC CLARK GROUP RETIREMENT PLAN | BETHESDA MD | 2,919 | $1.0B | $10.9M |
| 3 | LONZA USA INC. THE LONZA US SAVINGS PLAN | MORRISTOWN NJ | 5,125 | $1.2B | $10.2M |
| 4 | NELNET, INC. NELNET 401(K) PLAN | LINCOLN NE | 7,432 | $755.3M | $9.5M |
| 5 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $8.7M |
| 6 | ASCENSUS, LLC. ASCENSUS, LLC 401(K) SAVINGS PLAN | DRESHER PA | 4,858 | $621.8M | $6.5M |
| 7 | METTLER-TOLEDO, LLC METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN | COLUMBUS OH | 3,556 | $882.7M | $6.4M |
| 8 | THE MOSAIC COMPANY MOSAIC MASTER TRUST | TAMPA FL | — | $1.1B | $5.8M |
| 9 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $5.6M |
| 10 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $5.1M |
See all 45 plans holding Vanguard Target RET 2065 Trust II
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