Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Ret 2040 Registered investment company in their Schedule of Assets, totaling $15.2M 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 | MODERNIZING MEDICINE, INC. MODERNIZING MEDICINE, INC. 401(K) PLAN | BOCA RATON FL | 1,615 | $114.8M | $10.4M |
| 2 | GONNELLA BAKING CO. GONNELLA RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 363 | $40.4M | $2.7M |
| 3 | LA JOLLA GROUP, INC. THE LA JOLLA GROUP 401(K) PLAN |
IRVINE CA |
| 340 |
| $15.2M |
| $1.6M |
| 4 | BACKSTAGE LIBRARY WORKS BACKSTAGE LIBRARY WORKS 401(K) PLAN | PROVO UT | 148 | $7.7M | $442K |
