Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $117.1M 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 | ZOOM VIDEO COMMUNICATIONS, INC. ZOOM VIDEO COMMUNICATIONS, INC. 401K PROFIT SHARING PLAN TRUST | SAN JOSE CA | 3,593 | $379.0M | $30.4M |
| 2 | CLEARWAY ENERGY GROUP LLC CLEARWAY ENERGY GROUP LLC EMPLOYEE SAVINGS PLAN | SAN FRANCISCO CA | 892 | $151.2M | $10.7M |
| 3 | THE ESAB GROUP, INC. |
NORTH BETHESDA MD |
| 1,161 |
| $222.0M |
| $10.5M |
| 4 | CNOOC ENERGY U.S.A. LLC CNOOC 401(K) SAVINGS AND PENSION PLAN | HOUSTON TX | 75 | $73.9M | $9.4M |
| 5 | NEIGHBORHEALTH NEIGHBORHEALTH 401(K) PLAN | EAST BOSTON MA | 1,353 | $80.7M | $9.1M |
| 6 | LLOG EXPLORATION COMPANY, L.L.C. LLOG EXPLORATION COMPANY, L.L.C. 401(K) & PROFIT SHARING PLAN | COVINGTON LA | 148 | $79.5M | $6.2M |
| 7 | PROMETHEUS REAL ESTATE GROUP, INC. PROMETHEUS REAL ESTATE GROUP, INC. 401(K) PLAN | SAN MATEO CA | 504 | $69.1M | $5.9M |
| 8 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $4.6M |
| 9 | ILLUMIO, INC. ILLUMIO 401(K) PLAN | SUNNYVALE CA | 536 | $55.4M | $4.0M |
| 10 | KARMA AUTOMOTIVE, INC. KARMA AUTOMOTIVE, INC. RETIREMENT PLAN | IRVINE CA | 249 | $34.6M | $3.3M |
