Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vangrd Trgt Retire 2040 Fd Pooled separate account in their Schedule of Assets, totaling $25.2M 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 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $5.6M |
| 2 | BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. 401(K) EMPLOYEE SAVINGS PLAN | NORTH BERGEN NJ | 854 | $46.6M | $3.5M |
| 3 | NELSON & SONS CONSTRUCTION CO, INC. |
WOODINVILLE WA |
| 99 |
| $14.7M |
| $3.2M |
| 4 | NORTHWEST RADIOLOGISTS, INC., P.S. NORTHWEST RADIOLOGISTS, INC., P.S. EMPLOYEES' SAVINGS PLAN | BELLINGHAM WA | 149 | $37.8M | $1.7M |
| 5 | ENNIS STEEL INDUSTRIES, INC. ENNIS STEEL INDUSTRIES, INC. 401(K) PLAN | ENNIS TX | 161 | $10.7M | $1.4M |
| 6 | AVIONTE, LLC AVIONTE, LLC 401(K) PLAN | BLOOMINGTON MN | 298 | $17.6M | $1.3M |
| 7 | INSZONE INSURANCE SERVICES LLC INSZONE INSURANCE SERVICES LLC 401(K) PLAN | RANCHO CORDOVA CA | 718 | $13.9M | $1.2M |
| 8 | MARK ANDREWS & COMPANY K. E. ANDREWS 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 163 | $13.8M | $1.1M |
| 9 | LAFORCE & COMPANY, LLC LAFORCE & COMPANY, LLC 401(K) & PROFIT SHARING PLAN | LONG ISLAND CITY NY | 112 | $8.3M | $996K |
| 10 | GROFF TRACTOR MID ATLANTIC, LLC GROFF TRACTOR MID ATLANTIC 401(K) PLAN | ESSEX MD | 110 | $9.2M | $880K |