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 Pooled separate account - in their Schedule of Assets, totaling $10.4M 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 | THE ARIZONA HUMANE SOCIETY THE ARIZONA HUMANE SOCIETY 401(K) PLAN | PHOENIX AZ | 363 | $10.0M | $2.0M |
| 2 | US HEALTHCONNECT, INC. US HEALTHCONNECT, INC. 401(K) PLAN | FT WASHINGTON PA | 305 | $26.2M | $1.7M |
| 3 | ASCENDUM MACHINERY, INC. ASCENDUM MACHINERY, INC. 401(K) PLAN |
HUNTERSVILLE NC |
| 305 |
| $26.8M |
| $1.4M |
| 4 | IDAHO MILK PRODUCTS, INC IDAHO MILK PRODUCTS, INC 401(K) PLAN | JEROME ID | 234 | $14.5M | $1.2M |
| 5 | HFS HOLDING CORPORATION HOSPITAL FORMS/MAGNETIC TICKET 401(K) PLAN | DALLAS TX | 176 | $5.7M | $1.1M |
| 6 | VISION QUEST INDUSTRIES, INC VQ 401(K) PLAN | VISTA CA | 64 | $5.9M | $851K |
| 7 | THE SPRINGS LIVING, LLC THE SPRINGS LIVING 401(K) RETIREMENT PLAN | MCMINNVILLE OR | 1,791 | $11.8M | $748K |
| 8 | DIGINEER, INC. DIGINEER, INC. 401(K) PLAN | PLYMOUTH MN | 84 | $7.4M | $529K |
| 9 | IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. TAX SHELTERED ANNUITY PLAN | IRONTON OH | 428 | $22.9M | $188K |
| 10 | SAMSON ELECTRIC, INC. SAMSON ELECTRIC, INC. PROFIT SHARING PLAN AND TRUST | FAIRBANKS AK | 102 | $22.6M | $165K |
