Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund, Investor Shares in their Schedule of Assets, totaling $59.4M 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 | HORNBLOWER GROUP, INC. HORNBLOWER GROUP, INC.AND ALL AFFILIATES 401(K) PLAN | SAN FRANCISCO CA | 3,877 | $101.8M | $8.6M |
| 2 | SUPERIOR ENERGY SERVICES, INC. SUPERIOR ENERGY 401(K) PLAN | HOUSTON TX | 996 | $202.3M | $4.8M |
| 3 | CARUS LLC CARUS CAPITAL ACCUMULATION 401(K) PLAN |
PERU IL |
| 161 |
| $52.1M |
| $3.9M |
| 4 | IDEAL CLAMP PRODUCTS, INC. IDEAL CLAMP PRODUCTS 401(K) PLAN | SMYRNA TN | 704 | $50.3M | $3.8M |
| 5 | ADVANCED ATOMIZATION TECHNOLOGIES, LLC ADVANCED ATOMIZATION TECHNOLOGIES SAVINGS PLAN | CLYDE NY | 342 | $47.2M | $3.3M |
| 6 | ADAPTIMMUNE, LLC ADAPTIMMUNE LLC RETIREMENT PLAN | PHILADELPHIA PA | 270 | $28.4M | $3.3M |
| 7 | TORC ROBOTICS, INC TORC ROBOTICS, INC. 401(K) PLAN | BLACKSBURG VA | 639 | $61.4M | $2.4M |
| 8 | NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN | SCARSDALE NY | 296 | $27.2M | $2.3M |
| 9 | COMSTOCK CONSTRUCTION, INC. COMSTOCK CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | WAHPETON ND | 102 | $15.1M | $2.2M |
| 10 | SIGULER GUFF & COMPANY, LP SIGULER GUFF & COMPANY RETIREMENT PLAN | NEW YORK NY | 117 | $59.0M | $2.0M |
