Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Inv " in their Schedule of Assets, totaling $23.1M 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 | FANDUEL GROUP, INC. 401(K) PLAN FOR EMPLOYEES OF FANDUEL GROUP, INC. AND SUBSIDIARIES | NEW YORK NY | 3,157 | $157.7M | $5.8M |
| 2 | OHIOS HOSPICE, INC. OHIO'S HOSPICE, INC. 401(K) RETIREMENT SAVINGS | DAYTON OH | 1,220 | $63.1M | $5.7M |
| 3 | ALTA RESOURCES CORP. |
NEENAH WI |
| 1,833 |
| $66.3M |
| $5.5M |
| 4 | FOOD FOR THE POOR, INC. FOOD FOR THE POOR 403B PLAN | COCONUT CREEK FL | 283 | $26.1M | $2.0M |
| 5 | ARMSTRONG INTERNATIONAL, INC. ARMSTRONG INTERNATIONAL, INC. EMPLOYEES' 401K PLAN | THREE RIVERS MI | 459 | $69.0M | $1.5M |
| 6 | FIDUCIARY WISE LLC FBO ARCELORMITTAL TEXAS HBI, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 248 | $14.1M | $951K |
| 7 | SPINOSO REAL ESTATE GROUP DLS, LLC SPINOSO REAL ESTATE GROUP, LLC 401(K) PLAN | NORTH SYRACUSE NY | 306 | $6.3M | $594K |
| 8 | WHITACRE LOGISTICS LLC WHITACRE LOGISTICS 401(K) PLAN | PORTAGE OH | 91 | $4.0M | $441K |
| 9 | INDUSTRIAL MARKETING INC SLAY INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN | ST LOUIS MO | 257 | $21.3M | $427K |
| 10 | DICKSON MEDICAL ASSOCIATES P.C. DICKSON MEDICAL ASSOCIATES PROFIT SHARING PLAN | DICKSON TN | 358 | $27.2M | $66K |
