Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Target Retirement 2040 Inv Fund Mutual fund in their Schedule of Assets, totaling $103.4M 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 | ENT AND ALLERGY ASSOCIATES, LLP ENT AND ALLERGY ASSOCIATES, LLP RETIREMENT SAVINGS PLAN I | TARRYTOWN NY | 871 | $239.9M | $34.1M |
| 2 | SOFI TECHNOLOGIES SOCIAL FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,688 | $192.9M | $14.4M |
| 3 | ENT AND ALLERGY ASSOCIATES, LLP ENT AND ALLERGY ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN II |
TARRYTOWN NY |
| 931 |
| $88.0M |
| $12.2M |
| 4 | TEXAS DOW EMPLOYEES CREDIT UNION TEXAS DOW EMPLOYEES CREDIT UNION 401(K) PLAN | LAKE JACKSON TX | 859 | $80.4M | $10.3M |
| 5 | CORBION AMERICA HOLDINGS, INC. CORBION AMERICA HOLDINGS, INC. RETIREMENT SAVINGS PLAN | LENEXA KS | 698 | $152.2M | $9.9M |
| 6 | AB MAURI FOOD INC. AB MAURI FOOD INC. SAVINGS PLAN | ST. LOUIS MO | 530 | $77.7M | $6.3M |
| 7 | EMBURSE, INC. EMBURSE 401(K) PLAN | DALLAS TX | 415 | $48.3M | $4.6M |
| 8 | EMERALD PACKAGING, INC. EMERALD PACKAGING, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | UNION CITY CA | 240 | $20.9M | $3.1M |
| 9 | BELL-CARTER FOODS, LLC. BELL-CARTER FOODS, LLC EMPLOYEE RETIREMENT PLAN | WALNUT CREEK CA | 211 | $37.8M | $2.7M |
| 10 | BILL PEARCE MOTORS, INC. BILL PEARCE MOTORS, INC. 401(K) PROFIT SHARING PLAN | RENO NV | 161 | $17.3M | $1.5M |
