Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $24.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Vanguard Target Retirement 2035, Vanguard Target Retirement 2035 FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL GRID USA SERVICE COMPANY, INC. NATIONAL GRID USA CO. INCENTIVE THRIFT PLAN | BROOKLYN NY | 17,603 | $6.4B | $523.0M |
| 2 | AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. 401(K) PLAN | SANTA CLARA CA | 5,787 | $2.4B | $141.6M |
| 3 | SABRE GLBL INC. SABRE GLBL INC. 401(K) SAVINGS PLAN | SOUTHLAKE TX | 1,961 | $1.1B | $121.9M |
| 4 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN | HOUSTON TX | 2,920 | $763.7M | $82.3M |
| 5 | WINDSTREAM SERVICES LLC WINDSTREAM 401(K) PLAN | LITTLE ROCK AR | 8,623 | $1.3B | $60.1M |
| 6 | MASSACHUSETTS FINANCIAL SERVICES COMPANY MASSACHUSETTS FINANCIAL SERVICES COMPANY DEFINED CONTRIBUTION PLAN | BOSTON MA | 1,717 | $935.6M | $41.6M |
| 7 | PACIFIC DENTAL SERVICES, LLC PACIFIC DENTAL SERVICES, LLC 401(K) PLAN | IRVINE CA | 14,564 | $565.3M | $41.6M |
| 8 | ALTEC INDUSTRIES, INC. ALTEC, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 10,685 | $986.4M | $40.0M |
| 9 | PANTEXAS DETERRENCE, LLC TARGET DATE FUNDS MTIA | AMARILLO TX | — | $294.3M | $37.8M |
| 10 | ORTHOVIRGINIA, INC. ORTHOVIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NORTH CHESTERFIELD VA | 2,203 | $273.9M | $32.0M |
