Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund: Investor Shares Mutual Funds in their Schedule of Assets, totaling $2.7M 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 | PENCOR SERVICES, INC. PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 710 | $29.0M | $995K |
| 2 | WINDSOR FASHIONS, INC. WINDSOR FASHIONS 401(K) SAVINGS PLAN | SANTA FE SPRINGS CA | 974 | $14.8M | $748K |
| 3 | ASSOCIATION MANAGEMENT RESOURCES, INC. ASSOCIATION MANAGEMENT RESOURCES INC. 401(K) RETIREMENT PLAN |
LEXINGTON KY |
| 87 |
| $9.4M |
| $384K |
| 4 | HERITAGE'S DAIRY STORES, INC. HERITAGE'S DAIRY STORES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | THOROFARE NJ | 135 | $6.7M | $213K |
| 5 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 252 | $7.1M | $210K |
| 6 | MORNING VIEW CARE CENTER COMMUNITY SERVICES MORNING VIEW CARE CENTER 401(K) PLAN | COLUMBUS OH | 220 | $1.6M | $171K |
