Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding VFTC TARGET RET. 2055 MASTER TRUST in their Schedule of Assets, totaling $2.1B 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 | BAIN AND COMPANY, INC. BAIN AND COMPANY, INC. 401K SAVINGS PLAN | BOSTON MA | 6,046 | $2.4B | $266.0M |
| 2 | NETFLIX, INC. NETFLIX 401(K) PLAN | LOS GATOS CA | 8,780 | $2.3B | $256.0M |
| 3 | ANHEUSER-BUSCH COMPANIES, LLC ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN |
ST LOUIS MO |
| 13,288 |
| $3.6B |
| $165.6M |
| 4 | BJC HEALTH SYSTEM BJC 401(K) PLAN | ST. LOUIS MO | 32,079 | $2.3B | $157.5M |
| 5 | ROPER TECHNOLOGIES, INC. ROPER TECHNOLOGIES, INC. EMPLOYEES' RETIREMENT SAVINGS 004 PLAN | SARASOTA FL | 10,938 | $1.6B | $100.9M |
| 6 | DARDEN RESTAURANTS, INC. DARDEN SAVINGS PLAN | ORLANDO FL | 197,946 | $1.6B | $88.3M |
| 7 | PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED PUBLIC SERVICE ENTERPRISE GROUP INC. MASTER DEFINED CONTRIBUTION RETIREMENT TRUST | NEWARK NJ | — | $4.4B | $85.1M |
| 8 | HSBC NORTH AMERICA HOLDINGS INC. HSBC - NORTH AMERICA (U. S.) TAX REDUCTION INVESTMENT PLAN | CHICAGO IL | 6,598 | $4.9B | $77.5M |
| 9 | BRUNSWICK CORPORATION BRUNSWICK REWARDS PLAN | METTAWA IL | 9,351 | $1.8B | $77.5M |
| 10 | CROWE LLP CROWE LLP RETIREMENT PLAN | SOUTH BEND IN | 4,840 | $1.3B | $68.9M |
