Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2040 Fund - in their Schedule of Assets, totaling $94.9M 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 | SHEARER'S FOODS, LLC SHEARER'S FOODS, LLC RETIREMENT SAVINGS PLAN | MASSILLON OH | 4,452 | $134.1M | $13.8M |
| 2 | US ELECTRICAL SERVICES, INC. U. S. ELECTRICAL SERVICES, INC. 401(K) PLAN | MIDDLETOWN CT | 1,467 | $156.6M | $12.7M |
| 3 | HAWKINS, INC. HAWKINS, INC. PROFIT SHARING PLAN |
ROSEVILLE MN |
| 888 |
| $138.8M |
| $9.8M |
| 4 | HAMILTON BEACH BRANDS, INC. HAMILTON BEACH BRANDS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN (401(K)) | GLENN ALLEN VA | 549 | $201.9M | $7.1M |
| 5 | HOLTEC INTERNATIONAL HOLTEC INTERNATIONAL PROFIT SHARING PLAN AND TRUST | CAMDEN NJ | 1,438 | $136.7M | $5.5M |
| 6 | NATIONAL BEVERAGE CORP. NATIONAL BEVERAGE INVESTMENT AND PROFIT SHARING PLAN | PLANTATION FL | 1,647 | $89.2M | $4.7M |
| 7 | LONDEN INSURANCE GROUP, INC. LONDEN INSURANCE GROUP 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 364 | $53.0M | $3.5M |
| 8 | O'NEIL INDUSTRIES, INC. O'NEIL INDUSTRIES, INC. INCENTIVE SAVINGS PLAN | CHICAGO IL | 498 | $96.8M | $3.3M |
| 9 | BISTI FUELS COMPANY, LLC BISTI FUELS COMPANY, LLC UNION EMPLOYEES RETIREMENT SAVINGS PLAN | BROOMFIELD CO | 248 | $24.1M | $3.1M |
| 10 | WILENTZ, GOLDMAN & SPITZER, P.A. WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN | WOODBRIDGE NJ | 226 | $93.7M | $3.0M |
