Vanguard Target Retirement 2040
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 30 retirement plans report an interest in this investment, totaling $32.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
30
Reported interest (EOY)
$32.6M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Vanguard Target Retirement 2040, Vanguard Target Retirement 2040 FD. Counts combine all variants of the same investment.
Plans holding Vanguard Target Retirement 2040ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL GRID USA SERVICE COMPANY, INC. NATIONAL GRID USA CO. INCENTIVE THRIFT PLAN | BROOKLYN NY | 17,603 | $6.4B | $377.7M |
| 2 | AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. 401(K) PLAN | SANTA CLARA CA | 5,787 | $2.4B | $131.7M |
| 3 | ALTEC INDUSTRIES, INC. ALTEC, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 10,685 | $986.4M | $96.1M |
| 4 | RECREATIONAL EQUIPMENT, INC. RECREATIONAL EQUIPMENT, INC. RETIREMENT AND PROFIT SHARING PLAN | SUMNER WA | 13,880 | $1.0B | $95.0M |
| 5 | SABRE GLBL INC. SABRE GLBL INC. 401(K) SAVINGS PLAN | SOUTHLAKE TX | 1,961 | $1.1B | $88.2M |
| 6 | WINDSTREAM SERVICES LLC WINDSTREAM 401(K) PLAN | LITTLE ROCK AR | 8,623 | $1.3B | $68.8M |
| 7 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN | HOUSTON TX | 2,920 | $763.7M | $68.1M |
| 8 | PACIFIC DENTAL SERVICES, LLC PACIFIC DENTAL SERVICES, LLC 401(K) PLAN | IRVINE CA | 14,564 | $565.3M | $56.3M |
| 9 | FASTENAL COMPANY & SUBSIDIARIES FASTENAL COMPANY & SUBSIDIARIES 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WINONA MN | 18,368 | $1.2B | $46.7M |
| 10 | PANTEXAS DETERRENCE, LLC TARGET DATE FUNDS MTIA | AMARILLO TX | — | $294.3M | $39.2M |
See all 30 plans holding Vanguard Target Retirement 2040
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