Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Funds Target Retirement 2040 Fund in their Schedule of Assets, totaling $46.7M 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 | RUMMEL, KLEPPER & KAHL THE RUMMEL, KLEPPER & KAHL, L.L.P. PRE-TAX SAVINGS PLAN | BALTIMORE MD | 2,023 | $303.4M | $24.8M |
| 2 | FOREST CITY TRADING GROUP, LLC FCTG RETIREMENT SAVINGS PLAN | PORTLAND OR | 657 | $250.9M | $8.6M |
| 3 | FLEET FARM WHOLESALE SUPPLY COMPANY, LLC |
APPLETON WI |
| 4,937 |
| $144.4M |
| $7.5M |
| 4 | OUTFORM GROUP, INC. OUTFORM GROUP, INC SAVINGS AND PROTECTION PLAN | CHICAGO IL | 397 | $59.5M | $1.6M |
| 5 | ROYLE PRINTING COMPANY ROYLE PRINTING CO. PROFIT SHARING PLAN | SUN PRAIRIE WI | 201 | $17.7M | $1.5M |
| 6 | OWNERSEDGE, INC. OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 324 | $24.7M | $1.3M |
| 7 | GLENN RIEDER, LLC GLENN RIEDER, LLC 401(K) SAVINGS PLAN | WEST ALLIS WI | 275 | $19.6M | $819K |
| 8 | BRUNK INDUSTRIES, INC. BRUNK INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN | LAKE GENEVA WI | 303 | $28.5M | $503K |
| 9 | OUTFORM GROUP, INC. OUTFORM GROUP, INC. UNION 401(K) PLAN | CHICAGO IL | 102 | $2.6M | $30K |
