Form 5500 Search

Vanguard Target Retire 2040 TRU

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 89 retirement plans report an interest in this investment, totaling $3.2B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
89
Reported interest (EOY)
$3.2B
Data source
DOL Form 5500 · Schedule D

Plans holding Vanguard Target Retire 2040 TRUranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1TE CONNECTIVITY CORPORATION
TE CONNECTIVITY RETIREMENT SAVINGS AND INVESTMENT PLAN
BERWYN
PA
8,252$3.1B$176.1M
2REPUBLIC NATIONAL DISTRIBUTING COMPANY
REPUBLIC NATIONAL 401(K) PLAN
ATLANTA
GA
11,405$1.5B$121.6M
3CADENCE DESIGN SYSTEMS INC
CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN
SAN JOSE
CA
3,716$2.1B$119.6M
4AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I.
AMERICAN FAMILY 401(K) PLAN
MADISON
WI
11,004$2.2B$113.9M
5MUNICH REINSURANCE AMERICA, INC
MUNICH RE U.S. SAVINGS PLAN
PRINCETON
NJ
4,779$2.1B$100.7M
6DOLLAR TREE, INC.
DOLLAR TREE RETIREMENT SAVINGS PLAN
CHESAPEAKE
VA
99,632$979.1M$89.6M
7ATLAS COPCO NORTH AMERICA LLC
ACNA 401(K) PLAN
PARSIPPANY
NJ
8,055$1.1B$89.0M
8ASSUREDPARTNERS, INC.
ASSUREDPARTNERS 401(K) PLAN
ORLANDO
FL
9,755$1.1B$86.7M
9TRUSTEES OF WISCONSIN NECA-IBEW
WISCONSIN NECA-IBEW RETIREMENT PLAN
MADISON
WI
2,796$715.2M$83.3M
10GENESIS ADMINISTRATIVE SERVICES LLC
GENESIS ADMINISTRATIVE SERVICES 401(K) PLAN #1
KENNETT SQUARE
PA
18,042$981.4M$81.7M
See all 89 plans holding Vanguard Target Retire 2040 TRU
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