Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Retire 2040 Pooled separate account in their Schedule of Assets, totaling $7.2M 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 | SCION GROUP MANAGEMENT, INC. SCION GROUP 401(K) PLAN | CHICAGO IL | 1,417 | $19.9M | $1.8M |
| 2 | REVISION SKINCARE LLC REVISION SKINCARE 401(K) PLAN | IRVING TX | 157 | $12.7M | $1.6M |
| 3 | EASTERN ENGINEERED WOOD PRODUCTS, INC. EASTERN ENGINEERED WOOD PRODUCTS 401(K) PLAN |
BETHLEHEM PA |
| 92 |
| $13.0M |
| $1.3M |
| 4 | ASSOCIATED SKIN CARE SPECIALISTS, P.A. ASSOCIATED SKIN CARE SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN | NEW BRIGHTON MN | 78 | $35.4M | $1.2M |
| 5 | UNITED GRAIN CORPORATION UNITED GRAIN RETIREMENT AND SAVINGS PLAN | VANCOUVER WA | 106 | $42.1M | $457K |
| 6 | GOODIER COSMETICS, LLC GOODIER COSMETICS LLC, 401(K) PLAN | DALLAS TX | 137 | $6.0M | $214K |
| 7 | MIDLAND COMMUNITY HEALTHCARE SERVICES, INC. MIDLAND COMMUNITY HEALTHCARE SERVICES, INC. 401(K) PLAN | MIDLAND TX | 99 | $8.3M | $164K |
| 8 | SMARTPROCURE, INC. GOV SPEND RETIREMENT PLAN | BOCA RATON FL | 149 | $4.6M | $163K |
| 9 | WATCHPOINT LOGISTICS, INC. WATCHPOINT LOGISTICS, INC. 401(K) PROFIT SHARING PLAN | BURLINGAME CA | 114 | $15.1M | $137K |
| 10 | LOS ANGELES APPAREL, INC. LOS ANGELES APPAREL 401(K) PLAN | LOS ANGELES CA | 1,461 | $1.1M | $97K |
