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 $217.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Target RET Trust II, Vanguard Target RET TR II, Vanguard Target RET II. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | LONZA USA INC. THE LONZA US SAVINGS PLAN | MORRISTOWN NJ | 5,125 | $1.2B | $79.1M |
| 2 | STINSON LLP STINSON LLP RETIREMENT PLAN | KANSAS CITY MO | 884 | $613.5M | $30.0M |
| 3 | VERTIV GROUP CORPORATION VERTIV GROUP CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 4,421 | $1.1B | $18.0M |
| 4 | BRYAN HEALTH BRYAN HEALTH RETIREMENT SAVINGS PLAN | LINCOLN NE | 7,419 | $926.9M | $16.9M |
| 5 | METTLER-TOLEDO, LLC METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN | COLUMBUS OH | 3,411 | $793.2M | $14.8M |
| 6 | PIONEER NATURAL RESOURCES USA, INC. PIONEER NATURAL RESOURCES USA, INC. 401(K) AND MATCHING PLAN | IRVING TX | 1,917 | $850.0M | $7.7M |
| 7 | UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA GA | 1,896 | $979.7M | $7.0M |
| 8 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $6.2M |
| 9 | CLARK CONSTRUCTION GROUP LLC CLARK GROUP RETIREMENT PLAN | BETHESDA MD | 2,919 | $1.0B | $5.6M |
| 10 | MORTON INVESTMENT COMPANY LLC MORTON SALT 401(K) SAVINGS PLAN | OVERLAND PARK KS | 1,845 | $356.5M | $4.3M |
