Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard** Vanguard Target Retirement Income Trust II in their Schedule of Assets, totaling $88.8M 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 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $15.9M |
| 2 | DANA LIMITED DANA RETIREMENT SAVINGS PLAN | MAUMEE OH | 2,537 | $895.8M | $10.6M |
| 3 | CEVA LOGISTICS U.S. HOLDINGS, INC. CEVA 401(K) PLAN |
HOUSTON TX |
| 9,274 |
| $584.8M |
| $9.6M |
| 4 | WIPFLI LLP WIPFLI LLP 401(K) PROFIT SHARING PLAN | WAUSAU WI | 2,318 | $810.7M | $6.5M |
| 5 | MITSUI & CO. (U.S.A.), INC. MITSUI & CO. (U. S. A), INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 648 | $187.1M | $5.7M |
| 6 | SSOE, INC. SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 1,325 | $285.8M | $5.5M |
| 7 | ASTRONICS CORPORATION ATRO COMPANIES PROFIT SHARING/401(K) PLAN | EAST AURORA NY | 1,886 | $325.3M | $5.4M |
| 8 | MILWAUKEE ELECTRIC TOOL CORPORATION TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,666 | $813.0M | $5.1M |
| 9 | TECHTRONIC INDUSTRIES NORTH AMERICA, INC. TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,951 | $960.6M | $4.9M |
| 10 | INTEGRA LIFESCIENCES CORPORATION INTEGRA LIFESCIENCES CORPORATION 401(K) TRUST | PRINCETON NJ | 2,578 | $414.8M | $4.5M |
