Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard 2040 Target Retiremnt Mutual Funds in their Schedule of Assets, totaling $42.3M 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 | ODYSSEY REINSURANCE COMPANY ODYSSEY REINSURANCE COMPANY PROFIT SHARING PLAN | STAMFORD CT | 1,023 | $309.4M | $11.7M |
| 2 | ISLAND EMPLOYMENT SERVICES, LLC ISLAND EMPLOYMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 302 | $120.8M | $10.2M |
| 3 | THE SCOULAR COMPANY |
OMAHA NE |
| 1,082 |
| $165.7M |
| $9.1M |
| 4 | VORNADO REALTY TRUST VORNADO REALTY TRUST 401(K) PLAN | PARAMUS NJ | 582 | $235.7M | $7.1M |
| 5 | NUMERIX LLC NUMERIX LLC 401(K) SAVINGS PLAN | NEW YORK NY | 154 | $22.5M | $3.4M |
| 6 | PARASOLE RESTAURANT HOLDINGS, INC. PARASOLE EMPLOYEE 401(K) PROFIT SHARING & SAVINGS PLAN | EDINA MN | 500 | $8.8M | $690K |
| 7 | RIEMER & BRAUNSTEIN LLP RIEMER & BRAUNSTEIN LLP 401K AND PROFIT SHARING PLAN | BOSTON MA | 146 | $87.6M | $162K |
