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 $1.1B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Vanguard Target RET Income Trust I, Vanguard Target RET Income Trust, Vanguard Target RET Income, Vanguard Trust CO Target RET Income, Vanguard Target RET Income TR I, Vanguard Target RET Income Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BAE SYSTEMS, INC. BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT PLAN | FALLS CHURCH VA | 36,790 | $10.6B | $208.8M |
| 2 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $20.3B | $161.4M |
| 3 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 58,808 | $31.0B | $151.1M |
| 4 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $77.2M |
| 5 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $73.1M |
| 6 | PHILIPS NORTH AMERICA LLC PHILIPS NORTH AMERICA 401(K) PLAN | CAMBRIDGE MA | 17,066 | $6.4B | $65.0M |
| 7 | OCCIDENTAL PETROLEUM CORP DEFINED CONTRIBUTION PL MASTER AGREEMENT OXY COMBINED RETIREMENT AND SAVINGS | HOUSTON TX | — | $3.8B | $51.2M |
| 8 | BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN | IDAHO FALLS ID | 6,632 | $2.3B | $47.3M |
| 9 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | DEERFIELD BEACH FL | 4,158 | $1.7B | $33.0M |
| 10 | BATTELLE MEMORIAL INSTITUTE BATTELLE EMPLOYEES' SAVINGS PLAN | COLUMBUS OH | 8,543 | $3.1B | $32.8M |
