Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 139 U.S. retirement plans report holding Vangrd Trgt Retire 2040 Fd Registered investment company in their Schedule of Assets, totaling $267.1M 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 | H&E EQUIPMENT SERVICES, INC. H&E EQUIPMENT SERVICES, INC. 401K PROFIT SHARING | BATON ROUGE LA | 2,870 | $179.3M | $20.5M |
| 2 | DUBOIS CHEMICALS, INC. DUBOIS CHEMICALS, INC. RETIREMENT SAVINGS PLAN | SHARONVILLE OH | 894 | $107.1M | $10.3M |
| 3 | ASHTON WOODS USA, LLC. |
ALPHARETTA GA |
| 1,312 |
| $118.4M |
| $8.9M |
| 4 | MOMENTIVE PERFORMANCE MATERIALS MOMENTIVE TECHNOLOGIES SAVINGS PLAN | STRONGSVILLE OH | 514 | $100.9M | $7.9M |
| 5 | VIXXO CORPORATION VIXXO CORPORATION 401(K) PLAN | SCOTTSDALE AZ | 729 | $33.8M | $6.5M |
| 6 | HORD COPLAN MACHT, INC. HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN | BALTIMORE MD | 353 | $50.8M | $6.0M |
| 7 | VALTIR, LLC VALTIR 401(K) PLAN | ADDISON TX | 638 | $68.2M | $5.9M |
| 8 | SOUTHERN OHIO MEDICAL CENTER SOUTHERN OHIO MEDICAL CENTER RETIREMENT SAVINGS PROGRAM | PORTSMOUTH OH | 3,316 | $172.9M | $5.7M |
| 9 | OHIOS HOSPICE, INC. OHIO'S HOSPICE, INC. 401(K) RETIREMENT SAVINGS | DAYTON OH | 1,220 | $63.1M | $5.7M |
| 10 | ARCHITECTURAL GRAPHICS, INC. AGI 401(K) PLAN | VIRGINIA BEACH VA | 1,034 | $60.0M | $5.5M |
