Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2040 Inv Fund in their Schedule of Assets, totaling $138.7M 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 | NATIONAL PUBLIC RADIO, INC. NATIONAL PUBLIC RADIO, INC. RETIREMENT PLAN | WASHINGTON DC | 1,513 | $425.8M | $25.7M |
| 2 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $14.6M |
| 3 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN |
CHICAGO IL |
| 252 |
| $141.5M |
| $8.4M |
| 4 | TRUEBLUE, INC. TRUEBLUE, INC. 401(K) PLAN | TACOMA WA | 6,935 | $95.6M | $8.3M |
| 5 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $7.8M |
| 6 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $7.5M |
| 7 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | NEW YORK NY | 255 | $129.3M | $7.2M |
| 8 | ENGINEERING SOLUTIONS, INC. ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN | HANOVER MD | 125 | $58.5M | $7.2M |
| 9 | ENGINEERING SOLUTIONS, INC. ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN | HANOVER MD | 125 | $58.5M | $7.2M |
| 10 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $7.1M |
