Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Vanguard Group Vanguard Tgt Rmt 2040 Inv. Fund in their Schedule of Assets, totaling $116.6M 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 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $41.1M |
| 2 | EPCOR USA, INC. EPCOR USA INC. 401(K) SAVINGS PLAN | PHOENIX AZ | 612 | $57.7M | $7.8M |
| 3 | AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLAN |
CHICAGO IL |
| 471 |
| $74.0M |
| $7.2M |
| 4 | BAKEMARK USA LLC BAKEMARK USA LLC 401(K) PLAN | PICO RIVERA CA | 1,235 | $66.6M | $6.4M |
| 5 | NEW YORK PUBLIC RADIO NEW YORK PUBLIC RADIO RETIREMENT PLAN | NEW YORK NY | 280 | $73.3M | $6.4M |
| 6 | VIZO FINANCIAL CORPORATE CREDIT UNION VIZO FINANCIAL CORPORATE CREDIT UNION 401(K) PLAN | MIDDLETOWN PA | 151 | $40.2M | $5.5M |
| 7 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN | WESTERN SPRINGS IL | 1,310 | $53.3M | $5.4M |
| 8 | DORIS DUKE MANAGEMENT FOUNDATION DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN | NEW YORK NY | 116 | $50.3M | $4.1M |
| 9 | THE RASMUSSEN GROUP, INC. THE RASMUSSEN GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 912 | $46.5M | $4.1M |
| 10 | JACK OHIO FINANCE LLC JACK ENTERTAINMENT RETIREMENT PLAN | CLEVELAND OH | 1,410 | $46.3M | $3.5M |
