Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retire 2040 Fund in their Schedule of Assets, totaling $7.8M 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 | THE BOARD OF TRUSTEES OF THE IBEW LOCAL 968 PENSION FUND IBEW LOCAL 968 PENSION FUND | PARKERSBURG WV | 355 | $73.2M | $2.7M |
| 2 | SAWDEY SOLUTION SERVICES, INC. SAWDEY SOLUTION SERVICES, INC. 401(K) RETIREMENT PLAN | BEAVERCREEK OH | 268 | $26.7M | $1.7M |
| 3 | SDL INC. SDL INC. 401(K) PLAN |
WAKEFIELD MA |
| 317 |
| $58.2M |
| $1.7M |
| 4 | CENTRAL ASPHALT, INC. FISHER COMPANIES 401(K) PLAN | MOUNT PLEASANT MI | 302 | $24.3M | $798K |
| 5 | GREENSLATE LLC GREENSLATE LLC 401(K) PLAN | DELHI NY | 162 | $8.8M | $628K |
| 6 | TRITIUM POWER SOLUTIONS INC. TRITIUM POWER SOLUTIONS INC. 401(K) PLAN | LEBANON TN | 96 | $2.8M | $361K |
