Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2040 Mutual fund in their Schedule of Assets, totaling $48.9M 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 | EARTHJUSTICE EARTHJUSTICE 403(B) PLAN | SAN FRANCISCO CA | 654 | $142.5M | $20.3M |
| 2 | ROMMESMO COMPANIES THE TRUENORTH STEEL AND AFFILIATES 401(K) PROFIT SHARING PLAN | FARGO ND | 817 | $57.5M | $7.1M |
| 3 | JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUND IBEW LOCAL #972 PENSION PLAN AND TRUST |
RENO OH |
| 597 |
| $89.8M |
| $4.4M |
| 4 | MERICHEM COMPANY MERICHEM COMPANY SAVINGS PLAN | HOUSTON TX | 14 | $23.2M | $3.7M |
| 5 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN | ARLINGTON VA | 747 | $105.6M | $3.4M |
| 6 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN | FAIRFAX VA | 745 | $97.8M | $2.5M |
| 7 | DUMAC BUSINESS SYSTEMS, INC. DUMAC 401(K) RETIREMENT SAVINGS PLAN | EAST SYRACUSE NY | 94 | $14.7M | $1.7M |
| 8 | TWIN LIQUORS, LP TWIN LIQUORS 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 625 | $13.5M | $1.5M |
| 9 | ASPEQ HEATING GROUP LLC ASPEQ 401(K) SAVINGS PLAN | ST LOUIS MO | 436 | $21.4M | $1.3M |
| 10 | ACCESS TECHNOLOGIES, INC. ACCESS TECHNOLOGIES, INC. 401(K) PLAN | WAUKEE IA | 245 | $14.8M | $1.2M |
