Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2070 Trust II in their Schedule of Assets, totaling $1.3M 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 | AMERICAN FIDELITY CORPORATION AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN | OKLAHOMA CITY OK | 3,713 | $870.5M | $776K |
| 2 | ENCORE GROUP (USA), LLC ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN | SCHILLER PARK IL | 10,531 | $453.2M | $471K |
| 3 | MCCORMICK & COMPANY INC |
HUNT VALLEY MD |
| 197 |
| $1.2M |
| $22K |
