Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Target Retirement 2040 Inv Fund -- in their Schedule of Assets, totaling $55.6M 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 | MATTHEW WARREN INC. DBA MW INDUSTRIES INC MW INDUSTRIES, INC. CONSOLIDATED EMPLOYER RETIREMENT SAVINGS PLAN | ROSEMONT IL | 2,022 | $195.6M | $19.8M |
| 2 | MORRIS HOSPITAL & HEALTHCARE CENTERS MORRIS HOSPITAL & HEALTHCARE CENTERS INTERNAL REVENUE CODE SECTION 403(B) | MORRIS IL | 1,590 | $118.6M | $11.2M |
| 3 |
WILMINGTON NC |
| 1,144 |
| $177.8M |
| $6.8M |
| 4 | NATIONAL TOBACCO COMPANY, L.P. TURNING POINT BRANDS, INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 297 | $33.4M | $3.7M |
| 5 | THE CHILDREN'S CENTER, INC. BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN | BETHANY OK | 871 | $42.0M | $2.9M |
| 6 | OXFAM AMERICA, INC. OXFAM AMERICA RETIREMENT PLAN | BOSTON MA | 227 | $19.5M | $2.4M |
| 7 | NATIONAL TUBE SUPPLY COMPANY NATIONAL TUBE SUPPLY COMPANY 401(K) SAVINGS PLAN | UNIVERSITY PARK IL | 242 | $11.6M | $1.7M |
| 8 | NATIONAL CONSTRUCTION ENTERPRISES, INC. NATIONAL CONSTRUCTION ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | YPSILANTI MI | 276 | $45.9M | $1.1M |
| 9 | PENTEGRA SERVICES INC MSTC EASY(K) PEP | WHITE PLAINS NY | 1,450 | $19.3M | $935K |
| 10 | XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN OR | 3,063 | $131.5M | $854K |
