Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Target Ret. 2040 Fund Mutual fund in their Schedule of Assets, totaling $40.8M 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 | CHANEY MATERIALS, LLC CHANEY ENTERPRISES COMPANIES 401(K) PROFIT SHARING PLAN | ANNAPOLIS MD | 630 | $70.1M | $8.9M |
| 2 | JORDANS FURNITURE, INC. JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN | EAST TAUNTON MA | 983 | $169.3M | $8.9M |
| 3 | WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEES |
PORTLAND OR |
| 383 |
| $68.6M |
| $5.2M |
| 4 | AMERICAN KENNEL CLUB THE AMERICAN KENNEL CLUB 401(K) TAX DEFERRED SAVINGS PLAN | NEW YORK NY | 513 | $73.2M | $4.1M |
| 5 | ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C. ANESTHESIA SPECIALISTS OF BETHLEHEM, 401(K) PLAN | BETHLEHEM PA | 253 | $104.1M | $3.0M |
| 6 | HEIDELBERG AMERICAS, INC. HEIDELBERG RETIREMENT SAVINGS PLAN | KENNESAW GA | 445 | $228.7M | $2.7M |
| 7 | HAWAII PLANING MILL, LTD HPM BUILDING SUPPLY 401(K) PLAN | KEAAU HI | 581 | $22.1M | $2.3M |
| 8 | RKS ASSOCIATES RKS ASSOCIATES 401(K) PLAN | JACKSON NJ | 187 | $15.8M | $892K |
| 9 | PARAMOUNT AND INTERCONEX, INC. THE PTS, ICX, KIL 401(K) PLAN | SAN MARCOS CA | 200 | $13.2M | $890K |
| 10 | VALO HEALTH INC. VALO HEALTH RETIREMENT SAVING PLAN | LEXINGTON MA | 117 | $13.0M | $850K |
