Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 832 U.S. retirement plans report holding VAN Target Retire 2040 in their Schedule of Assets, totaling $1.1B 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 | GROUNDWATER & ENVIRONMENTAL SERV GES 401(K) PROFIT SHARING & SAVINGS PLAN | WALL TOWNSHIP NJ | 359 | $77.5M | $19.2M |
| 2 | UNIVERSITY ORTHOPEDICS, INC. UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN | EAST PROVIDENCE RI | 678 | $166.6M | $16.2M |
| 3 | ARXADA, LLC THE ARXADA 401(K) PLAN |
MORRISTOWN NJ |
| 973 |
| $224.9M |
| $16.0M |
| 4 | ANKURA CONSULTING GROUP, LLC ANKURA CONSULTING GROUP, LLC SAVINGS PLAN | WASHINGTON DC | 1,376 | $230.5M | $15.0M |
| 5 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 730 | $157.2M | $9.9M |
| 6 | QUINTAIROS PRIETO WOOD & BOYER, QUINTAIROS PRIETO WOOD & BOYER P.A. 401(K) PLAN | MIAMI FL | 1,221 | $100.2M | $9.9M |
| 7 | KSB GIW, INC. KSB GIW, INC. RETIREMENT PLAN | GROVETOWN GA | 570 | $75.0M | $9.3M |
| 8 | ARC3 GASES, INC. ARC3 GASES, INC. 401(K) PLAN | DUNN NC | 691 | $93.9M | $9.0M |
| 9 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $8.7M |
| 10 | R.E. MICHEL COMPANY, LLC R.E. MICHEL COMPANY, LLC 401(K) PROFIT SHARING AND SAVINGS PLAN | GLEN BURNIE MD | 2,078 | $104.5M | $8.7M |
