Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Vang Target Ret 2040 Mutual Fund in their Schedule of Assets, totaling $257.8M 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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $25.0M |
| 2 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $23.6M |
| 3 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST |
| 880 |
| $277.3M |
| $19.0M |
| 4 | GENON SERVICES, LLC GENON ENERGY EMPLOYEE SAVINGS PLAN | HOUSTON TX | 54 | $151.0M | $14.4M |
| 5 | POINT B, INC. POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 537 | $152.2M | $14.1M |
| 6 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $12.7M |
| 7 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | LAS VEGAS NV | 819 | $254.9M | $10.8M |
| 8 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $9.9M |
| 9 | RADIANCE TECHNOLOGIES RADIANCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 2,432 | $170.2M | $8.8M |
| 10 | KENDALL DEALERSHIP HOLDINGS, LLC KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLAN | MERIDIAN ID | 2,621 | $80.2M | $8.6M |
