Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Mutual fund n/a in their Schedule of Assets, totaling $91.2M 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 | MYERS INDUSTRIES, INC. MYERS INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN | AKRON OH | 1,960 | $141.1M | $17.3M |
| 2 | ADMIRAL BEVERAGE CORPORATION ADMIRAL BEVERAGE CORPORATION 401(K) PLAN | WORLAND WY | 1,917 | $168.6M | $9.2M |
| 3 | CERTARA USA, INC. CERTARA USA, INC. 401(K) PLAN |
RADNOR PA |
| 568 |
| $99.8M |
| $6.6M |
| 4 | SKAGIT RADIOLOGY, INC., P.S. SKAGIT RADIOLOGY, INC., P.S. EMPLOYEES' RETIREMENT 401(K) PLAN | MOUNT VERNON WA | 155 | $34.6M | $4.5M |
| 5 | KAMPGROUNDS OF AMERICA, INC KAMPGROUNDS OF AMERICA, INC. SALARY REDUCTION PROFIT SHARING PLAN & TRUST | BILLINGS MT | 514 | $33.0M | $4.3M |
| 6 | NORTHERN OHIO MEDICAL SPECIALISTS, LLC NOMS 401(K) PROFIT SHARING PLAN | SANDUSKY OH | 1,257 | $117.2M | $3.9M |
| 7 | JOURNEY GROUP COMPANIES JOURNEY GROUP 401(K) PLAN | SIOUX FALLS SD | 283 | $26.1M | $3.4M |
| 8 | BUCKINGHAM, DOOLITTLE & BURROUGHS BUCKINGHAM, DOOLITTLE & BURROUGHS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | AKRON OH | 143 | $57.2M | $3.1M |
| 9 | REDBUILT LLC REDBUILT 401(K) PLAN | BOISE ID | 443 | $28.5M | $2.8M |
| 10 | LAKESIDE FOODS, INC. LAKESIDE FOODS, INC. RETIREMENT PLAN | MANITOWOC WI | 1,360 | $113.7M | $2.7M |
