Form 5500 Search

Vanguard Target Retirement 2040 TRU

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 55 retirement plans report an interest in this investment, totaling $4.2B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
55
Reported interest (EOY)
$4.2B
Data source
DOL Form 5500 · Schedule D

Plans holding Vanguard Target Retirement 2040 TRUranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
MEMPHIS
TN
102,265$25.4B$1.0B
2SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
DALLAS
TX
74,992$18.9B$990.7M
3NISSAN NORTH AMERICA, INC.
NISSAN EMPLOYEE 401(K) PLAN
FRANKLIN
TN
16,200$4.4B$335.0M
4FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN II
MEMPHIS
TN
217,166$3.5B$229.6M
5ZOETIS INC.
ZOETIS SAVINGS PLAN
PARSIPPANY
NJ
6,862$2.1B$152.8M
6FEDERAL EXPRESS CORPORATION
FEDERAL EXPRESS CORPORATION PILOTS RETIREMENT SAVINGS PLAN
COLLIERVILLE
TN
5,411$5.3B$146.3M
7DOVER CORPORATION
DOVER CORPORATION RETIREMENT SAVINGS PLAN
DOWNERS GROVE
IL
11,251$1.9B$113.8M
8AMERICAN FINANCIAL GROUP, INC.
AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN
CINCINNATI
OH
7,790$2.3B$93.6M
9AMERIHEALTH CARITAS SERVICES, LLC
AMERIHEALTH CARITAS 401(K) PLAN
NEWTOWN SQUARE
PA
9,598$947.5M$93.5M
10JABIL, INC.
JABIL 401(K) RETIREMENT PLAN
ST. PETERSBURG
FL
10,610$1.3B$84.1M
See all 55 plans holding Vanguard Target Retirement 2040 TRU
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Plans holding Vanguard Target Retirement 2040 TRU — Form 5500