Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund in their Schedule of Assets, totaling $91.0M 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 | CARVANA, LLC CARVANA, LLC 401(K) PLAN | TEMPE AZ | 17,481 | $267.1M | $26.9M |
| 2 | MAMMOET USA SOUTH, INC MAMMOET USA SOUTH, INC 401(K) PROFIT SHARING PLAN AND TRUST | ROSHARON TX | 365 | $79.5M | $13.3M |
| 3 | MINDRAY DS USA, INC. MINDRAY DS USA, INC. 401(K) SAVINGS PLAN |
MAHWAH NJ |
| 686 |
| $163.9M |
| $11.3M |
| 4 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,350 | $236.5M | $9.7M |
| 5 | UNITED SCENIC ARTISTS, LOCAL 829 UNITED SCENIC ARTISTS LOCAL 829 RETIREMENT 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2,519 | $217.5M | $9.7M |
| 6 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,172 | $181.4M | $7.8M |
| 7 | URBAN ENGINEERS, INC. URBAN ENGINEERS, INC. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 462 | $101.4M | $4.3M |
| 8 | THE CHICAGO FAUCET COMPANY CHICAGO FAUCET COMPANY RETIREMENT AND SAVINGS PLAN | DES PLAINES IL | 178 | $43.8M | $2.5M |
| 9 | ALLIED MANAGEMENT INC. ALLIED 401(K) PLAN | HOUSTON TX | 723 | $15.2M | $1.6M |
| 10 | MODERN GROUP LTD. MODERN GROUP LTD. EMPLOYEE SAVINGS PLAN | BRISTOL PA | 252 | $40.8M | $1.3M |
