Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding THE VANGUARD TARGET RETIRE 2040 TRUST IIVG2040 in their Schedule of Assets, totaling $41.9M 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 | THE TIMKEN COMPANY THE TIMKEN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN | NORTH CANTON OH | 5,749 | $1.2B | $40.0M |
| 2 | THE TIMKEN COMPANY THE TIMKEN COMPANY VOLUNTARY INVESTMENT PENSION PLAN | NORTH CANTON OH | 66 | $20.5M | $675K |
| 3 | TIMKEN SMO LLC THE TIMKEN BELTS SAVINGS AND INVESTMENT RETIREMENT PLAN FOR BARGAINING ASSOCIATES |
SPRINGFIELD MO |
| 220 |
| $13.3M |
| $427K |
| 4 | AMERICAN ROLLER BEARING, INC. THE TIMKEN ARB SAVINGS AND INVESTMENT RETIREMENT PLAN | NORTH CANTON OH | 164 | $13.2M | $423K |
| 5 | GGB, LLC THE TIMKEN GGB SAVINGS AND INVESTMENT RETIREMENT PLAN FOR BARGAINING ASSOCIATES | NORTH CANTON OH | 182 | $7.6M | $238K |
| 6 | CONE DRIVE OPERATIONS, INC. THE TIMKEN CONE DRIVE SAVINGS AND INVESTMENT RETIREMENT PLAN FOR BARGAININING ASSOCIATES | NORTH CANTON OH | 90 | $4.8M | $156K |
