Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 291 retirement plans report an interest in this investment, totaling $43.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Vanguard Target RET Income, Vanguard Target RET Income FD. 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 | $73.1M |
| 2 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | DEERFIELD BEACH FL | 4,158 | $1.7B | $33.0M |
| 3 | MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP 401(K) PLAN | LOS ANGELES CA | 219 | $54.8M | $2.7M |
| 4 | HALLORAN & SAGE, LLP HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN | HARTFORD CT | 133 | $44.4M | $2.6M |
| 5 | AMERICAN CONTRACT BRIDGE LEAGUE INC. AMERICAN CONTRACT BRIDGE LEAGUE 401(K) RETIREMENT PLAN | HORN LAKE MS | 85 | $13.7M | $2.2M |
| 6 | ICON INFORMATION CONSULTANTS, LP ICON RETIREMENT PLAN | HOUSTON TX | 3,764 | $63.5M | $2.0M |
| 7 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $1.9M |
| 8 | NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE THE NAACP 401(K) PLAN | BALTIMORE MD | 184 | $13.1M | $942K |
| 9 | ARCTIC SLOPE NATIVE ASSOCIATION, LTD. ASNA RETIREMENT PLAN | BARROW AK | 357 | $45.5M | $840K |
| 10 | BOYS & GIRLS CLUBS OF GREATER SAN DIEGO THE BOYS & GIRLS CLUBS OF GREATER SAN DIEGO MTIA PLAN | SAN DIEGO CA | — | $4.0M | $821K |
