Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group Vanguard Target Retirement 2040 Fund Investor Shares in their Schedule of Assets, totaling $3.6M 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 | EL PASO CHILDREN'S HOSPITAL EL PASO CHILDREN'S HOSPITAL 401(K) PENSION PLAN | EL PASO TX | 957 | $41.6M | $2.2M |
| 2 | CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN | NEW YORK NY | 339 | $39.6M | $730K |
| 3 | SERVOTRONICS INC |
ELMA NY |
| 280 |
| $10.1M |
| $417K |
| 4 | OILMEN'S EQUIPMENT CORPORATION OILMEN'S EQUIPMENT CORPORATION PROFIT SHARING AND 401(K) SAVINGS PLAN | SPARTANBURG SC | 128 | $16.4M | $208K |
