Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Inv Mutual Fund in their Schedule of Assets, totaling $6.3M 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 | TECHLINE, INC. TECHLINE, INC. 401(K) SAVINGS & RETIREMENT PLAN | AUSTIN TX | 342 | $29.6M | $3.7M |
| 2 | WHITTLESEY PC WHITTLESEY PC 401(K) RETIREMENT AND SAVINGS PLAN | HARTFORD CT | 118 | $45.7M | $1.4M |
| 3 | SPERRY RAIL, INC. SPERRY RAIL, INC. SAVINGS & INVESTMENT PLAN |
SHELTON CT |
| 367 |
| $37.7M |
| $688K |
| 4 | VISIO FINANCIAL SERVICES, INC. VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 186 | $10.0M | $445K |
