Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vangrd Trgt Retire 2040 Tr II Common Collective Trust in their Schedule of Assets, totaling $12.0M 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 | BANK OF CLARKE SBA DEFINED CONTRIBUTION PLAN FOR BANK OF CLARKE | BERRYVILLE VA | 229 | $33.4M | $3.8M |
| 2 | PRIMIS BANK SBA DEFINED CONTRIBUTION PLAN FOR PRIMIS BANK | GLEN ALLEN VA | 593 | $44.4M | $3.1M |
| 3 | SKYLINE NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR SKYLINE NATIONAL BANK |
INDEPENDENCE VA |
| 237 |
| $10.6M |
| $1.2M |
| 4 | FARMERS & MERCHANTS BANK SBA DEFINED CONTRIBUTION PLAN FOR FARMERS & MERCHANTS BANK | TIMBERVILLE VA | 180 | $11.1M | $1.0M |
| 5 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT | BUCHANAN VA | 129 | $10.9M | $920K |
| 6 | TRUPOINT BANK SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK | GRUNDY VA | 121 | $11.4M | $879K |
| 7 | FIRST NATIONAL CORPORATION FIRST NATIONAL CORPORATION 401(K) PLAN | STRASBURG VA | 309 | $36.3M | $772K |
| 8 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, | GLEN ALLEN VA | 85 | $9.1M | $208K |
