Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 88 U.S. retirement plans report holding VFTC TARGET RET. INCOME MASTER TRUS in their Schedule of Assets, totaling $987.1M 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 | CORNING INCORPORATED CORNING INCORPORATED MASTER INVESTMENT TRUST | CORNING NY | — | $4.5B | $148.7M |
| 2 | MARS, INCORPORATED U.S. DEFINED CONTRIBUTION PLAN TRUST | HACKETTSTOWN NJ | — | $6.5B | $88.9M |
| 3 | AVAGO TECHNOLOGIES U.S. INC. BROADCOM U.S. 401(K) PLAN |
SAN JOSE CA |
| 17,216 |
| $13.1B |
| $59.0M |
| 4 | FIDELITY NATIONAL INFORMATION SERVICES, INC. FIDELITY NATIONAL INFORMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 18,321 | $4.7B | $56.9M |
| 5 | INDIANA UNIVERSITY HEALTH INC. IU HEALTH 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 40,158 | $4.5B | $53.9M |
| 6 | HSBC NORTH AMERICA HOLDINGS INC. HSBC - NORTH AMERICA (U. S.) TAX REDUCTION INVESTMENT PLAN | CHICAGO IL | 6,598 | $4.9B | $47.5M |
| 7 | INTACT SERVICES USA LLC INTACT USA RETIREMENT SAVINGS PLAN | PLYMOUTH MN | 1,637 | $838.1M | $38.4M |
| 8 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 5,072 | $4.5B | $32.2M |
| 9 | BOARD OF TRUSTEES, TOC-WOODWORKERS, IAM DEFINED TOC-WOODWORKERS, IAM DEFINED CONTRIBUTION PLAN AND TRUST | PORTLAND OR | 190 | $141.1M | $29.3M |
| 10 | ANHEUSER-BUSCH COMPANIES, LLC ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN | ST LOUIS MO | 13,288 | $3.6B | $28.3M |
