Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Target Retirement 2035 Trust II in their Schedule of Assets, totaling $508.4M 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 | ARCH CAPITAL GROUP (U.S.) INC. ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | JERSEY CITY NJ | 3,978 | $1.3B | $110.8M |
| 2 | DPR CONSTRUCTION DPR CONSTRUCTION RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 8,307 | $1.1B | $67.8M |
| 3 | THE SCOTTS COMPANY LLC THE SCOTTS COMPANY LLC RETIREMENT SAVINGS PLAN |
MARYSVILLE OH |
| 4,612 |
| $691.4M |
| $50.6M |
| 4 | ASPLUNDH TREE EXPERT, LLC ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN | WILLOW GROVE PA | 2,468 | $342.7M | $46.0M |
| 5 | TRIUMPH GROUP, INC. TRIUMPH GROUP, INC. 401K PLAN | RADNOR PA | 2,026 | $835.5M | $42.2M |
| 6 | GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN | DELAWARE OH | 6,763 | $863.4M | $38.2M |
| 7 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $30.9M |
| 8 | DEBEVOISE & PLIMPTON LLP DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF | NEW YORK NY | 745 | $380.8M | $25.2M |
| 9 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $24.2M |
| 10 | BROOKFIELD POWER US HOLDING AMERICA CO. BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN | NEW YORK NY | 1,581 | $279.1M | $21.8M |
