Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $75.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Vanguard Target RET 2070 Trust I, Vanguard Target RET 2070 TR I, Vanguard Target RET 2070, Vanguard Target RET 2070 Trust, Vanguard Target RET 2070 TR Select. 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 | $20.8M |
| 2 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $13.9M |
| 3 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 58,808 | $31.0B | $11.5M |
| 4 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $6.9M |
| 5 | BRUNSWICK CORPORATION BRUNSWICK REWARDS PLAN | METTAWA IL | 9,351 | $1.8B | $3.0M |
| 6 | OCCIDENTAL PETROLEUM CORP DEFINED CONTRIBUTION PL MASTER AGREEMENT OXY COMBINED RETIREMENT AND SAVINGS | HOUSTON TX | — | $3.8B | $2.7M |
| 7 | GORDON FOOD SERVICE, INC. GORDON FOOD SERVICE, INC. PROFIT SHARING PLAN | GRAND RAPIDS MI | 13,884 | $2.5B | $2.4M |
| 8 | PELLA CORPORATION PELLA CORPORATION MASTER TRUST | PELLA IA | — | $1.1B | $2.0M |
| 9 | BATTELLE MEMORIAL INSTITUTE BATTELLE EMPLOYEES' SAVINGS PLAN | COLUMBUS OH | 8,543 | $3.1B | $1.5M |
| 10 | THE WILLIAMS COMPANIES, INC. THE WILLIAMS INVESTMENT PLUS PLAN | TULSA OK | 5,692 | $2.0B | $1.4M |
