Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding VANGUARD TARGET RET. MASTER TR in their Schedule of Assets, totaling $877.6M 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 | ROPER TECHNOLOGIES, INC. ROPER TECHNOLOGIES, INC. EMPLOYEES' RETIREMENT SAVINGS 004 PLAN | SARASOTA FL | 10,938 | $1.6B | $166.5M |
| 2 | NETFLIX, INC. NETFLIX 401(K) PLAN | LOS GATOS CA | 8,780 | $2.3B | $165.6M |
| 3 | ANHEUSER-BUSCH COMPANIES, LLC ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN |
ST LOUIS MO |
| 13,288 |
| $3.6B |
| $156.9M |
| 4 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 5,072 | $4.5B | $133.2M |
| 5 | HSBC NORTH AMERICA HOLDINGS INC. HSBC - NORTH AMERICA (U. S.) TAX REDUCTION INVESTMENT PLAN | CHICAGO IL | 6,598 | $4.9B | $131.8M |
| 6 | BAIN AND COMPANY, INC. BAIN AND COMPANY, INC. 401K SAVINGS PLAN | BOSTON MA | 6,046 | $2.4B | $83.2M |
| 7 | ANHEUSER-BUSCH, LLC AND THE INT'L BROTHERHOOD OF TEAMSTERS BREWERY CONFERENCE/ANHEUSER-BUSCH DEFINED CONTRIBUTION PLAN | ST. LOUIS MO | 2,427 | $505.0M | $24.8M |
| 8 | ROPER TECHNOLOGIES, INC. ROPER TECHNOLOGIES, INC. EMPLOYEES' RETIREMENT SAVINGS 003 PLAN | SARASOTA FL | 185 | $158.2M | $11.1M |
| 9 | BAPTIST HEALTH DEACONESS, LLC BAPTIST HEALTH DEACONESS 401(K) PLAN | MADISONVILLE KY | 1,688 | $48.0M | $4.7M |
