Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund;Investor Mutual Fund in their Schedule of Assets, totaling $8.0M 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 | OLYMPIC STEEL, INC., AN OHIO CORPORATION OLYMPIC STEEL, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | HIGHLAND HILLS OH | 1,167 | $95.6M | $4.6M |
| 2 | JONES JUNCTION INC JONES JUNCTION INC 401(K) PROFIT SHARING PLAN & TRUST | BEL AIR MD | 510 | $23.3M | $1.1M |
| 3 | VMG HOLDINGS LLC |
DALLAS TX |
| 302 |
| $34.0M |
| $822K |
| 4 | SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 98 | $21.1M | $401K |
| 5 | EHOB, INC. EHOB CORPORATION 401(K) PLAN | INDIANAPOLIS IN | 286 | $15.4M | $329K |
| 6 | NVI, LLC NVI LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAY LA | 419 | $21.2M | $317K |
| 7 | BANE CONCORD MASTER, LLC BANE CONCORD 401(K) PLAN | BRAINTREE MA | 713 | $11.4M | $281K |
| 8 | APPOLO HEATING, INC. APPOLO HEATING, INC. 401(K) PROFIT SHARING PLAN | SCHENECTADY NY | 84 | $4.6M | $128K |
| 9 | NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN | HARRISONBURG VA | 81 | $18.2M | $2K |
