Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding Vanguard* Target Retirement 2060 Trust II in their Schedule of Assets, totaling $690.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REGENERON PHARMACEUTICALS, INC. REGENERON PHARMACEUTICALS, INC. 401(K) SAVINGS PLAN | TARRYTOWN NY | 11,960 | $2.6B | $88.5M |
| 2 | USABLE MUTUAL INSURANCE COMPANY ARKANSAS BLUE CROSS AND BLUE SHIELD 401(K) SAVINGS AND PLUS PLAN | LITTLE ROCK AR | 3,352 | $788.6M | $73.4M |
| 3 | QUALTRICS LLC |
PROVO UT |
| 2,688 |
| $445.8M |
| $63.4M |
| 4 | DPR CONSTRUCTION DPR CONSTRUCTION RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 8,307 | $1.1B | $44.5M |
| 5 | HENDRICK AUTOMOTIVE GROUP, LLC HENDRICK AUTOMOTIVE GROUP 401(K) PLAN | CHARLOTTE NC | 9,556 | $756.6M | $32.8M |
| 6 | JUMP OPERATIONS, LLC JUMP OPERATIONS, LLC EMPLOYEE 401(K) PLAN | CHICAGO IL | 1,006 | $405.1M | $27.9M |
| 7 | COMFORT SYSTEMS USA, INC. COMFORT SYSTEMS USA, INC. 401(K) PLAN | HOUSTON TX | 18,367 | $1.1B | $25.7M |
| 8 | LAZARD FRERES & CO. LLC LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 1,722 | $832.0M | $20.9M |
| 9 | ARCH CAPITAL GROUP (U.S.) INC. ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | JERSEY CITY NJ | 3,978 | $1.3B | $20.2M |
| 10 | GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN | DELAWARE OH | 6,763 | $863.4M | $18.8M |
