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 Inv Fund Registered investment company in their Schedule of Assets, totaling $15.3M 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 | HOLLAND RESIDENTIAL, LLC HOLLAND RESIDENTIAL, LLC 401(K) PLAN | VANCOUVER WA | 758 | $68.7M | $8.1M |
| 2 | SUNS LEGACY PARTNERS PHOENIX SUNS 401(K) SALARY SAVINGS PLAN | PHOENIX AZ | 475 | $41.8M | $3.4M |
| 3 | PROGRESSIVE FOAM TECHNOLOGIES, INC. PROGRESSIVE FOAM TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN |
BEACH CITY OH |
| 191 |
| $13.3M |
| $1.8M |
| 4 | CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN | ARCATA CA | 353 | $14.4M | $1.3M |
| 5 | ARBORGEN INC. ARBORGEN 401(K) PROFIT SHARING PLAN | SUMMERVILLE SC | 106 | $15.7M | $690K |
