Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Pooled separate account in their Schedule of Assets, totaling $24.6M 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 | SOUTHDALE PEDIATRIC ASSOCIATES, LTD. SOUTHDALE PEDIATRIC ASSOCIATES, LTD. 401(K) PLAN | EDINA MN | 152 | $66.0M | $4.2M |
| 2 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN | GERMANTOWN MD | 147 | $36.5M | $4.0M |
| 3 | HARTZELL INDUSTRIES, INC. HARTZELL COMPANIES 401(K) PLAN |
PIQUA OH |
| 290 |
| $20.4M |
| $2.2M |
| 4 | FURMAN FOODS, INC. FURMAN FOODS, INC. 401(K) PROFIT SHARING PLAN | NORTHUMBERLAND PA | 301 | $22.2M | $2.0M |
| 5 | ORGANICGIRL, LLC ORGANICGIRL, LLC TAX DEFERRED SAVINGS PLAN | SALINAS CA | 145 | $24.4M | $1.6M |
| 6 | MERCURY FINANCIAL LLC MERCURY FINANCIAL LLC 401(K) PLAN | AUSTIN TX | 208 | $24.8M | $1.4M |
| 7 | KIMBLE RECYCLING & DISPOSAL, INC. KIMBLE RECYCLING & DISPOSAL, INC. 401(K) RETIREMENT PLAN | DOVER OH | 583 | $12.7M | $1.4M |
| 8 | EMBASSY HEALTHCARE MANAGEMENT, INC. EMBASSY HEALTHCARE MANAGEMENT, INC. SAVINGS & INVESTMENT PLAN | BEACHWOOD OH | 2,981 | $6.9M | $1.3M |
| 9 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $910K |
| 10 | OPCO CA SKILLED MGMT INC. OPCO CA 401(K) PLAN | LOS ANGELES CA | 4,521 | $5.8M | $746K |
