Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement 2040 # in their Schedule of Assets, totaling $95.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GCI COMMUNICATION CORP. GCI 401(K) PLAN | ANCHORAGE AK | 1,903 | $443.0M | $75.3M |
| 2 | DATASITE LLC DATASITE GLOBAL CORPORATION 401(K) INCENTIVE SAVINGS PLAN | MINNEAPOLIS MN | 790 | $120.7M | $7.3M |
| 3 | NEWYORK-PRESBYTERIAN/HUDSON VALLEY HOSPITAL THE 401(A) RETIREMENT PLAN |
CORTLANDT MANOR NY |
| 942 |
| $55.9M |
| $5.7M |
| 4 | NY-PRESBYTERIAN MED GRP BROOKLYN THE 401(K) RETIREMENT PLAN | NEW YORK NY | 265 | $27.1M | $4.5M |
| 5 | OPTA GROUP LP OPTA GROUP LP 401(K) PLAN | NEW KENSINGTON PA | 502 | $34.9M | $762K |
| 6 | HAUN WELDING SUPPLY, INC THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC. | SYRACUSE NY | 316 | $26.4M | $688K |
| 7 | VENTURE FORTHE, INC. VENTURE FORTHE, INC. 401(K) PLAN | NIAGARA FALLS NY | 724 | $4.9M | $516K |
| 8 | BROWN REYNOLDS WATFORD ARCHITECTS, INC. BRW ARCHITECTS, INC. RETIREMENT SAVINGS PLAN | DALLAS TX | 164 | $14.9M | $399K |
| 9 | SENTRY EQUIPMENT CORP. SENTRY EQUIPMENT CORP. 401(K) PLAN | OCONOMOWOC WI | 203 | $32.3M | $247K |
| 10 | SCHMITZ READY MIX, INC. SCHMITZ READY MIX, INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 153 | $12.0M | $219K |
