Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding ^ The Vanguard Group Vanguard Target Retirement 2040 Fund in their Schedule of Assets, totaling $467.1M 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 | BAE SYSTEMS, INC. BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT PLAN | FALLS CHURCH VA | 36,790 | $10.6B | $334.1M |
| 2 | FAIRFIELD MEDICAL CENTER FAIRFIELD MEDICAL CENTER 401(K) RETIREMENT SAVINGS PLAN | LANCASTER OH | 1,881 | $203.4M | $31.2M |
| 3 | ELLIOTT COMPANY ELLIOTT COMPANY CONSOLIDATED SAVINGS PLAN |
JEANNETTE PA |
| 1,347 |
| $395.9M |
| $22.8M |
| 4 | ROBINS & MORTON THE ROBINS & MORTON RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,522 | $221.7M | $15.0M |
| 5 | CAMBREX CORPORATION CAMBREX CORPORATION SAVINGS PLAN | EAST RUTHERFORD NJ | 1,024 | $155.1M | $10.5M |
| 6 | ICONECTIV, LLC ICONECTIV 401(K) PLAN | BRIDGEWATER NJ | 408 | $239.2M | $8.6M |
| 7 | ASARCO LLC SAVINGS PLAN OF ASARCO LLC AND PARTICIPATING SUBSIDIARIES | SAHUARITA AZ | 467 | $118.2M | $7.9M |
| 8 | ELIZABETHTOWN COLLEGE ELIZABETHTOWN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELIZABETHTOWN PA | 612 | $154.0M | $3.9M |
| 9 | NIBCO INC. NIBCO INC. PROFIT SHARING & 401(K) SAVINGS PLAN | ELKHART IN | 1,051 | $144.8M | $3.8M |
| 10 | KINGSBURY, INC. KINGSBURY, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA PA | 287 | $66.9M | $3.5M |
