Vanguard Target RET 2040
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 406 retirement plans report an interest in this investment, totaling $353.2M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
406
Reported interest (EOY)
$353.2M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Vanguard Target RET 2040, Vanguard Target RET 2040 Fund. Counts combine all variants of the same investment.
Plans holding Vanguard Target RET 2040ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $437.7M |
| 2 | JM FAMILY AUTOMOTIVE LLC JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | DEERFIELD BEACH FL | 4,158 | $1.7B | $193.9M |
| 3 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,837 | $2.2B | $183.4M |
| 4 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $34.3M |
| 5 | TRINITY INDUSTRIES, INC. TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020 | DALLAS TX | 2,890 | $385.9M | $31.3M |
| 6 | WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | ATLANTA GA | 162 | $78.4M | $8.6M |
| 7 | SCHMIDBAUER LUMBER, INC. SCHMIDBAUER LUMBER SAWMILLS 401(K) PLAN | EUREKA CA | 599 | $71.5M | $8.2M |
| 8 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,348 | $111.1M | $8.0M |
| 9 | WSB LLC WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,492 | $156.2M | $7.8M |
| 10 | ARCTIC SLOPE NATIVE ASSOCIATION, LTD. ASNA RETIREMENT PLAN | BARROW AK | 362 | $56.0M | $6.5M |
See all 406 plans holding Vanguard Target RET 2040
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