Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vangrd Trgt Retire 2040 Fd Mutual fund in their Schedule of Assets, totaling $17.2M 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 | CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST | PENSACOLA FL | 81 | $29.2M | $4.2M |
| 2 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $2.9M |
| 3 | WESTERN RESERVE CARE SOLUTIONS |
CLEVELAND OH |
| 972 |
| $47.0M |
| $2.0M |
| 4 | NEW YORK FILM ACADEMY, LTD. NEW YORK FILM ACADEMY, LTD 401K PROFIT SHARING | NEW YORK NY | 1,084 | $15.8M | $2.0M |
| 5 | RAZER USA LTD RAZER USA LTD 401(K) PLAN | IRVINE CA | 209 | $20.8M | $1.8M |
| 6 | SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN | NASHVILLE TN | 925 | $30.1M | $1.7M |
| 7 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN | CONCORD CA | 205 | $29.4M | $766K |
| 8 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING | CONCORD CA | 181 | $24.9M | $726K |
| 9 | ADVANTAGECARE REHABILITATION, INC. ADVANTAGECARE REHABILITATION, INC. 401(K) PLAN | PITTSBURGH PA | 688 | $10.4M | $432K |
| 10 | RICCELLI HOLDINGS, INC. RICCELLI HOLDINGS, INC. 401(K) & PROFIT SHARING PLAN | NORTH SYRACUSE NY | 277 | $9.1M | $355K |
