Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Tgt Rmt 2040 Inv Fund in their Schedule of Assets, totaling $7.3M 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 | EMS HOLDCO, INC. SPARTRONICS 401(K) PLAN | WILLIAMSPORT PA | 944 | $53.2M | $5.7M |
| 2 | GULF VIEW PRIVATE INVESTMENT, INC. GULF VIEW PRIVATE INVESTMENT, INC. 401(K) PLAN | NAPLES FL | 187 | $11.2M | $760K |
| 3 | WHITESELL CORPORATION WHITESELL GROUP 401(K) PLAN |
MUSCLE SHOALS AL |
| 226 |
| $10.9M |
| $523K |
| 4 | IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46 STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN | NASHVILLE TN | 218 | $5.4M | $333K |
