Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Registered investment company N/a in their Schedule of Assets, totaling $10.1M 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 | EAGLE CORPORATION EAGLE CORPORATION EMPLOYEES FLEXIBLE COMPENSATION PLAN | CHARLOTTESVILLE VA | 669 | $71.3M | $5.3M |
| 2 | THE FRED W. ALBRECHT GROCERY COMPANY THE FRED W. ALBRECHT GROCERY COMPANY ASSOCIATES' 401(K) | AKRON OH | 167 | $45.1M | $2.2M |
| 3 | AMERICA'S FIRST FEDERAL CREDIT UNION |
BIRMINGHAM AL |
| 434 |
| $49.1M |
| $1.4M |
| 4 | SUMMIT COUNTRY DAY SCHOOL, INC. SUMMIT COUNTRY DAY SCHOOL EMPLOYEE'S PENSION PLAN | CINCINNATI OH | 246 | $25.8M | $836K |
| 5 | RBR MANAGEMENT LLC RBR MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | HENDERSON NV | 563 | $5.5M | $332K |
