Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Ret 2040 Fund - in their Schedule of Assets, totaling $52.9M 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 | BA HOLDINGS, INC. BA HOLDINGS, INC. SAVINGS PLAN | RIVERSIDE CA | 816 | $67.6M | $10.7M |
| 2 | BOARD OF TRUSTEES LOCAL 338 ANNUITY FUND LOCAL 338 ANNUITY FUND | MINEOLA NY | 5,275 | $61.0M | $8.6M |
| 3 | IBEW LOCAL UNION 668 IBEW LOCAL UNION 668 EMPLOYEES PENSION PLAN |
LAFAYETTE IN |
| 1,317 |
| $96.0M |
| $7.4M |
| 4 | JOINT BOARD OF TRUSTEES OF IBEW LOCAL 596 PENSION FUND IBEW LOCAL 596 PENSION FUND | ONA WV | 542 | $86.1M | $6.0M |
| 5 | GROUNDWORKS OPERATIONS, LLC GROUNDWORKS OPERATIONS, LLC 401(K) PLAN | VIRGINIA BEACH VA | 3,197 | $62.5M | $5.4M |
| 6 | CIL NORTH AMERICA LLC COFCO INTERNATIONAL USA 401(K) PLAN | STAMFORD CT | 96 | $36.5M | $5.4M |
| 7 | REPUBLIC FIRST BANK REPUBLIC BANK 401(K) & PROFIT SHARING PLAN | DALLAS TX | 0 | $36.3M | $3.0M |
| 8 | CONSUMER SAFETY TECHNOLOGY, LLC, A DELAWARE LLC CONSUMER SAFETY TECHNOLOGY, LLC 401(K) PLAN | URBANDALE IA | 646 | $18.4M | $1.6M |
| 9 | LEBANESE AMERICAN UNIVERSITY THE LEBANESE AMERICAN UNIVERSITY 403(B) PLAN | NEW YORK NY | 209 | $42.4M | $1.5M |
| 10 | OUTBRAIN INC. OUTBRAIN INC. 401(K) PLAN | NEW YORK NY | 107 | $17.0M | $1.4M |
