Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fd I Registered Investment Company in their Schedule of Assets, totaling $10.8M 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 | OAK HARBOR FREIGHT LINES, INC. OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST | AUBURN WA | 2,012 | $112.1M | $5.4M |
| 2 | JEWISH FAMILY AND CHILDREN'S SERVICES JEWISH FAMILY AND CHILDREN'S SERVICES 403(B) PLAN | SAN FRANCISCO CA | 677 | $34.9M | $2.2M |
| 3 | ADDIUM, INC. ADDIUM 401(K) PLAN |
PULLMAN WA |
| 117 |
| $18.3M |
| $877K |
| 4 | PETE KING CONSTRUCTION COMPANY PETE KING 401(K) PLAN | PHOENIX AZ | 497 | $5.2M | $836K |
| 5 | CHILDREN'S CLINIC, P.C., D/B/A THE CHILDRENS CLINIC PC CHILDREN'S CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 105 | $41.6M | $491K |
| 6 | SOUND SOUND EMPLOYEES RETIREMENT PLAN | TUKWILA WA | 499 | $41.5M | $410K |
| 7 | SEATTLE INDIAN HEALTH BOARD SEATTLE INDIAN HEALTH BOARD 401(K) PLAN | SEATTLE WA | 220 | $14.1M | $357K |
| 8 | D'AMATO CONVERSANO, INC., P.C. DCI ENGINEERS 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 299 | $45.9M | $323K |
