Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement Income and Growth Trust II in their Schedule of Assets, totaling $74.0M 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 | TRIUMPH GROUP, INC. TRIUMPH GROUP, INC. 401K PLAN | RADNOR PA | 2,026 | $835.5M | $73.8M |
| 2 | BROOKFIELD POWER US HOLDING AMERICA CO. BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN | NEW YORK NY | 1,581 | $279.1M | $122K |
| 3 | DEBEVOISE & PLIMPTON LLP DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF |
NEW YORK NY |
| 745 |
| $380.8M |
| $112K |
| 4 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $20K |
