Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vgd Trgt Rtmt Inc Trust II in their Schedule of Assets, totaling $80.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LPC SERVICES, INC. THE LINCOLN PROPERTY COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | DALLAS TX | 3,597 | $288.5M | $40.0M |
| 2 | DOT HOLDINGS CO DOT HOLDINGS CO 401(K) AND PROFIT SHARING PLAN | CHESTERFIELD MO | 7,017 | $673.8M | $17.5M |
| 3 | MCCORMICK & COMPANY, INC. MCCORMICK 401(K) RETIREMENT PLAN |
HUNT VALLEY MD |
| 4,796 |
| $968.2M |
| $16.6M |
| 4 | SALT RIVER MATERIALS GROUP SALT RIVER MATERIALS GROUP 401(K) PLAN | SCOTTSDALE AZ | 420 | $89.3M | $5.2M |
| 5 | WEST MONROE PARTNERS, INC. WEST MONROE PARTNERS, INC. 401(K) PLAN | CHICAGO IL | 1,588 | $726.7M | $1.4M |