Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vang Target Ret 2040 Mutual Funds in their Schedule of Assets, totaling $30.0M 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 | FORD FOUNDATION FORD FOUNDATION SAVINGS PLAN | NEW YORK NY | 321 | $192.9M | $11.4M |
| 2 | VALID MANAGEMENT LLC VALID MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 460 | $85.5M | $4.9M |
| 3 | COLUMBIA PROPERTY TRUST, INC. COLUMBIA PROPERTY TRUST 401(K) PLAN |
NEW YORK NY |
| 45 |
| $24.5M |
| $2.8M |
| 4 | THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC. THE EDUCATIONAL & INSTITUTIONAL CO-OP SERVICES, INC. SAVINGS AND INVESTMENT PLAN | JERICHO NY | 121 | $37.3M | $2.7M |
| 5 | TRIUMVIRATE ENVIRONMENTAL, INC. TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN | SOMERVILLE MA | 1,182 | $57.6M | $2.2M |
| 6 | MIDDLESEX SCHOOL MIDDLESEX SCHOOL SAVINGS PLAN | CONCORD MA | 207 | $23.8M | $1.9M |
| 7 | CFD RESEARCH CORPORATION CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 272 | $39.8M | $1.6M |
| 8 | MARSHALL & STERLING ENTERPRISES, INC. MARSHALL & STERLING ENTERPRISES, INC. 401(K) PLAN | POUGHKEEPSIE NY | 558 | $68.6M | $1.3M |
| 9 | WOODSTREAM CORPORATION WOODSTREAM 401(K) RETIREMENT PLAN | LANCASTER PA | 494 | $50.5M | $1.2M |
