Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Investments Target Retirement 2040 Fund in their Schedule of Assets, totaling $41.3M 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 | NEXTGEN HEALTHCARE, INC. NEXTGEN HEALTHCARE, INC. 401(K) PLAN | IRVINE CA | 1,413 | $264.6M | $27.4M |
| 2 | PORZIO, BROMBERG & NEWMAN, P.C. PORZIO, BROMBERG & NEWMAN, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN | MORRISTOWN NJ | 207 | $130.4M | $7.5M |
| 3 | AIRSHIP GROUP INC. |
PORTLAND OR |
| 280 |
| $28.4M |
| $2.5M |
| 4 | SUPERIOR INDUSTRIAL SOLUTIONS, INC. SUPERIOR INDUSTRIAL SOLUTIONS, INC. RETIREMENT PLAN | INDIANAPOLIS IN | 369 | $48.9M | $2.4M |
| 5 | NATIONAL TREASURY EMPLOYEES UNION N.T.E.U. 401(K) PLAN | WASHINGTON DC | 137 | $67.2M | $1.1M |
| 6 | NATIONAL TREASURY EMPLOYEES UNION N.T.E.U. MONEY PURCHASE PLAN | WASHINGTON DC | 128 | $17.2M | $400K |
