Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Vanguard* Target Retirement Income Trust II in their Schedule of Assets, totaling $367.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | USABLE MUTUAL INSURANCE COMPANY ARKANSAS BLUE CROSS AND BLUE SHIELD 401(K) SAVINGS AND PLUS PLAN | LITTLE ROCK AR | 3,352 | $788.6M | $31.6M |
| 2 | J. F. SHEA COMPANY, INC. J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN | WALNUT CA | 1,919 | $482.7M | $29.9M |
| 3 | BABCOCK & WILCOX COMPANY |
AKRON OH |
| 994 |
| $457.4M |
| $17.2M |
| 4 | MILLER, CANFIELD, PADDOCK AND STONE PLC MILLER, CANFIELD, PADDOCK & STONE P.L.C. 401(K) CAPITAL ACCUMULATION PLAN | DETROIT MI | 359 | $259.0M | $16.4M |
| 5 | AAA CLUB ALLIANCE INC. AAA CLUB ALLIANCE INC. 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON DE | 5,447 | $562.4M | $16.0M |
| 6 | ESSITY NORTH AMERICA INC. ESSITY NORTH AMERICA INVESTMENT & RETIREMENT PLAN | PHILADELPHIA PA | 3,118 | $912.8M | $15.2M |
| 7 | METTLER-TOLEDO, LLC METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN | COLUMBUS OH | 3,411 | $793.2M | $14.8M |
| 8 | ARCH CAPITAL GROUP (U.S.) INC. ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | JERSEY CITY NJ | 3,978 | $1.3B | $12.0M |
| 9 | BROOKDALE SENIOR LIVING INC. BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 34,384 | $466.1M | $11.0M |
| 10 | COMFORT SYSTEMS USA, INC. COMFORT SYSTEMS USA, INC. 401(K) PLAN | HOUSTON TX | 18,367 | $1.1B | $10.7M |
