Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Ret 2040 Fund Registered investment company in their Schedule of Assets, totaling $26.6M 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 | MAZDA MOTOR OF AMERICA, INC. D/B/A MAZDA NORTH AMERICAN OPERATIONS MAZDA SAVINGS AND INVESTMENT PLAN | IRVINE CA | 901 | $261.3M | $16.9M |
| 2 | COOK SOLUTIONS GROUP COOK SOLUTIONS GROUP 401(K) PLAN | PORTLAND OR | 486 | $25.9M | $4.2M |
| 3 | FILANC FILANC 401(K) PLAN |
ESCONDIDO CA |
| 181 |
| $15.0M |
| $1.8M |
| 4 | DELOITTE LLP DELOITTE SAVINGS PLAN FOR PUERTO RICO | NEW YORK NY | 147 | $14.0M | $1.4M |
| 5 | REMITLY, INC. REMITLY, INC. 401(K) PLAN | SEATTLE WA | 792 | $57.1M | $886K |
| 6 | FIOR DI SOLE, LLC FIOR DI SOLE, LLC 401(K) PROFIT SHARING PLAN | NAPA CA | 200 | $5.2M | $653K |
| 7 | PINNACLE LIVE LLC PINNACLE LIVE LLC 401(K) PLAN | ARLINGTON HEIGHTS IL | 1,172 | $11.2M | $523K |
| 8 | STANLEY AUTOMOTIVE ENTERPRISES, INC. STANLEY AUTO GROUP 401(K) PLAN | DALLAS TX | 213 | $2.6M | $96K |
| 9 | A.I.S., INC. A.I.S. PROFIT SHARING PLAN | NORTH DARTMOUTH MA | 201 | $5.3M | $94K |
