Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 36 retirement plans report an interest in this investment, totaling $488K in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Vanguard Target RET 2070, Vanguard Target RET 2070 Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $13.9M |
| 2 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,837 | $2.2B | $1.6M |
| 3 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN |
DEERFIELD BEACH FL |
| 4,158 |
| $1.7B |
| $485K |
| 4 | ICON INFORMATION CONSULTANTS, LP ICON RETIREMENT PLAN | HOUSTON TX | 3,764 | $63.5M | $143K |
| 5 | M & S ACQUISITION CORPORATION M & S ACQUISITION CORPORATION 401(K) PLAN | LOS ANGELES CA | 205 | $25.1M | $119K |
| 6 | THE ROCKHILL GROUP, INC. THE ROCKHILL GROUP, INC. RETIREMENT PLAN | MOLINO FL | 91 | $8.9M | $68K |
| 7 | ARCTIC SLOPE NATIVE ASSOCIATION, LTD. ASNA RETIREMENT PLAN | BARROW AK | 362 | $56.0M | $21K |
| 8 | LIPMAN BROTHERS LLC LIPMAN BROTHERS LLC SAVINGS PLAN | NASHVILLE TN | 361 | $39.4M | $20K |
| 9 | NOLATO CONTOUR INC NOLATO USA PROFIT SHARING 401(K )PLAN | BALDWIN WI | 359 | $22.4M | $18K |
| 10 | WSB LLC WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,492 | $156.2M | $14K |
