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 $145.3M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | THE MOSAIC COMPANY MOSAIC MASTER TRUST | TAMPA FL | — | $1.1B | $5.8M |
| 8 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $5.6M |
| 9 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $5.1M |
| 10 | NEBRASKA FURNITURE MART, INC. THE NEBRASKA FURNITURE MART, INC. PROFIT SHARING PLAN | OMAHA NE | 4,640 | $400.2M | $5.0M |
