Form 5500 Search

Vanguard Target 2040

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 307 retirement plans report an interest in this investment, totaling $28.8B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
307
Reported interest (EOY)
$28.8B
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 3 name variants: Vanguard Target 2040, Vanguard Target 2040 TR I, Vanguard Target 2040 Trust. Counts combine all variants of the same investment.

Plans holding Vanguard Target 2040ranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
SEATTLE
WA
1,207,759$34.6B$2.1B
2COMCAST CORPORATION
COMCAST CORPORATON EMPLOYEE SAVINGS PLANS MASTER T
PHILADELPHIA
PA
$20.5B$1.9B
3PROVIDENCE HEALTH & SERVICES
PROVIDENCE ST JOSEPH HEALTH MASTER TRUST
RENTON
WA
$14.0B$1.1B
4META PLATFORMS, INC.
META PLATFORMS, INC 401(K) PLAN
MENLO PARK
CA
62,888$22.4B$1.1B
5ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
WILMINGTON
DE
17,706$9.6B$842.6M
6TOYOTA MOTOR NORTH AMERICA, INC
TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN
PLANO
TX
44,145$13.3B$795.6M
7AVAGO TECHNOLOGIES U.S. INC.
BROADCOM U.S. 401(K) PLAN
SAN JOSE
CA
17,216$13.1B$725.6M
8ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
INDIANAPOLIS
IN
$11.9B$576.6M
9MARS, INCORPORATED
U.S. DEFINED CONTRIBUTION PLAN TRUST
HACKETTSTOWN
NJ
$6.5B$569.0M
10TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN
CHARLOTTE
NC
38,984$10.2B$509.2M
See all 307 plans holding Vanguard Target 2040
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