Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard 2040 Target Retirement in their Schedule of Assets, totaling $300.1M 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 | AMERICAN WATER WORKS COMPANY, INC. SAVS PL FOR EMPS OF AMER WTR WKS CO INC & ITS DESIG SUBS | CAMDEN NJ | 6,721 | $1.4B | $105.7M |
| 2 | ALTEC INDUSTRIES, INC. ALTEC, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 10,685 | $986.4M | $96.1M |
| 3 | LA-Z-BOY INCORPORATED LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN |
MONROE MI |
| 6,609 |
| $351.3M |
| $28.7M |
| 4 | AVIS BUDGET GROUP, INC. AVIS BUDGET GROUP, INC. EMPLOYEE SAVINGS PLAN | PARSIPPANY NJ | 13,652 | $718.2M | $26.0M |
| 5 | BUSINESSOLVER.COM, INC. BUSINESSOLVER 401-K PLAN | WEST DES MOINES IA | 1,416 | $95.8M | $9.0M |
| 6 | NATIONAL RESTAURANT ASSOCIATION NATIONAL RESTAURANT ASSOCIATION SAVINGS & INVESTMENT PLAN | WASHINGTON DC | 352 | $70.7M | $7.3M |
| 7 | GRANGES AMERICAS INC. GRANGES AMERICAS INC. SAVINGS PLAN | FRANKLIN TN | 905 | $97.9M | $7.0M |
| 8 | RAY SKILLMAN GMC TRUCK, INC. RAY SKILLMAN 401 (K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 870 | $56.0M | $4.8M |
| 9 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. 401(K) PLAN | FOLSOM NJ | 1,267 | $245.0M | $3.3M |
| 10 | AVIS BUDGET GROUP, INC. AB CAR RENTAL SERVICES RETIREMENT SAVINGS PLAN FOR BARGAINING HOURLY EMPLOYEES | PARSIPPANY NJ | 5,065 | $82.4M | $2.9M |
