Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding The Vanguard Group Vanguard Target Retirement 2040 Fund in their Schedule of Assets, totaling $128.3M 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 | FAIRFIELD MEDICAL CENTER FAIRFIELD MEDICAL CENTER 401(K) RETIREMENT SAVINGS PLAN | LANCASTER OH | 1,881 | $203.4M | $31.2M |
| 2 | ELLIOTT COMPANY ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN | JEANNETTE PA | 1,347 | $395.9M | $22.8M |
| 3 | ROBINS & MORTON THE ROBINS & MORTON RETIREMENT SAVINGS PLAN |
BIRMINGHAM AL |
| 1,522 |
| $221.7M |
| $15.0M |
| 4 | CAMBREX CORPORATION CAMBREX CORPORATION SAVINGS PLAN | EAST RUTHERFORD NJ | 1,024 | $155.1M | $10.5M |
| 5 | ICONECTIV, LLC ICONECTIV 401(K) PLAN | BRIDGEWATER NJ | 408 | $239.2M | $8.6M |
| 6 | ASARCO LLC SAVINGS PLAN OF ASARCO LLC AND PARTICIPATING SUBSIDIARIES | SAHUARITA AZ | 467 | $118.2M | $7.9M |
| 7 | ELIZABETHTOWN COLLEGE ELIZABETHTOWN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELIZABETHTOWN PA | 612 | $154.0M | $3.9M |
| 8 | NIBCO INC. NIBCO INC. PROFIT SHARING & 401(K) SAVINGS PLAN | ELKHART IN | 1,051 | $144.8M | $3.8M |
| 9 | KINGSBURY, INC. KINGSBURY, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA PA | 287 | $66.9M | $3.5M |
| 10 | BURNHAM HOLDINGS, INC. BURNHAM HOLDINGS, INC. SAVINGS PLAN A | LANCASTER PA | 467 | $67.0M | $3.4M |
