Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Mutual fund NR in their Schedule of Assets, totaling $51.1M 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 | THE CNA CORPORATION THE CNA CORPORATION RETIREMENT PLAN | ARLINGTON VA | 802 | $601.3M | $21.5M |
| 2 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC PERPETUAL CAPITAL 401(K) PLAN | ARLINGTON VA | 3,654 | $76.7M | $8.8M |
| 3 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN |
ARLINGTON VA |
| 2,569 |
| $55.1M |
| $5.7M |
| 4 | AMERICAN SOCIETY OF HEALTH SYSTEM PHARMACISTS ASHP SAVINGS & INVESTMENT PLAN | BETHESDA MD | 204 | $100.8M | $3.1M |
| 5 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING | RESTON VA | 209 | $26.3M | $2.3M |
| 6 | ROUND HILL COUNTRY CLUB ROUND HILL COUNTRY CLUB 401(K) PLAN | ALAMO CA | 301 | $8.9M | $1.9M |
| 7 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $1.9M |
| 8 | INDEX ANALYTICS LLC INDEX ANALYTICS LLC 401(K) PLAN | BALTIMORE MD | 294 | $13.8M | $1.4M |
| 9 | SEALING TECHNOLOGIES SEALING TECHNOLOGIES INC 401K PROFIT SHARING PLAN | COLUMBIA MD | 125 | $12.0M | $1.1M |
| 10 | SABRE SYSTEMS, LLC SABRE SYSTEMS, LLC 401(K) PLAN | WARMINSTER PA | 282 | $49.3M | $1.0M |
