Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s Vanguard Vanguard Target Retirement 2040 in their Schedule of Assets, totaling $38.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEDIATRIC ACADEMIC ASSOCIATION,INC. PEDIATRIC ACADEMIC ASSOCIATION, INC. DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 520 | $187.4M | $29.9M |
| 2 | LEBANON SEABOARD CORPORATION LEBANON SEABOARD 401(K) PLAN & TRUST | LEBANON PA | 234 | $26.9M | $4.5M |
| 3 | PB RESTAURANTS, LLC |
ORLANDO FL |
| 8,647 |
| $32.2M |
| $4.1M |