Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Target Retirement Income Trust II in their Schedule of Assets, totaling $44.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $23.7M |
| 2 | FOX ROTHSCHILD LLP FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 1,718 | $756.0M | $9.4M |
| 3 | SIDLEY AUSTIN LLP SIDLEY AUSTIN LLP MASTER TRUST FOR CERTAIN DEFINED CONTRIBUTION PLAN ASSETS |
CHICAGO IL |
| — |
| $2.3B |
| $5.6M |
| 4 | DNV USA, INC. DNV USA, INC. 401(K) PLAN | KATY TX | 1,738 | $518.9M | $5.4M |
| 5 | DANIEL J. EDELMAN HOLDINGS, INC. DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN | CHICAGO IL | 3,116 | $543.7M | $744K |
