Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,241 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Vanguard 0 in their Schedule of Assets, totaling $1.4B 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 | MURFIN, INC. MURFIN, INC., RETIREMENT PLAN | WICHITA KS | 1,334 | $124.1M | $18.2M |
| 2 | ROHDE & SCHWARZ USA, INC. ROHDE & SCHWARZ, INC. SAVINGS PLAN | COLUMBIA MD | 737 | $210.7M | $12.3M |
| 3 | AUCTANE INC AUCTANE INC. 401(K) PLAN | AUSTIN |
| 816 |
| $137.2M |
| $12.2M |
| 4 | RWE CLEAN ENERGY SERVICES, LLC. RWE AMERICA 401(K) PLAN | AUSTIN TX | 1,847 | $206.1M | $11.7M |
| 5 | STAMPS.COM INC STAMPS.COM INC 401(K) PLAN | EL SEGUNDO CA | 987 | $117.3M | $10.8M |
| 6 | VESSCO, INC. VESSCO INC RETIREMENT PLAN | CHANHASSEN MN | 1,264 | $182.0M | $10.3M |
| 7 | ADVANSIX INC. ADVANSIX INC SAVINGS PLAN | PARSIPPANY NJ | 1,435 | $173.1M | $9.5M |
| 8 | SOBI, INC SOBI, INC 401(K) RETIREMENT PLAN | WALTHAM MA | 467 | $94.8M | $9.0M |
| 9 | ORIGAMI RISK LLC ORIGAMI RISK 401(K) SAVINGS & INVESTMENT PLAN | CHICAGO IL | 867 | $75.4M | $8.5M |
| 10 | REGENXBIO INC. REGENXBIO INC 401(K) PLAN | ROCKVILLE MD | 347 | $67.7M | $7.9M |
