Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Target Retirement 2040 Inv Registered investment company in their Schedule of Assets, totaling $8.3M 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 | WOODLAND PULP LLC WOODLAND MILL HOURLY 401(K) PLAN | BAILEYVILLE ME | 337 | $44.2M | $2.1M |
| 2 | ROCKWELL AUTOMATION, INC. KALYPSO 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 0 | $0 | $1.9M |
| 3 | BORREGO ENERGY, LLC BORREGO ENERGY RETIREMENT SAVINGS PLAN |
SAN DIEGO CA |
| 122 |
| $23.3M |
| $1.8M |
| 4 | ATI RESTORATION, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN | ANAHEIM CA | 1,235 | $41.1M | $1.4M |
| 5 | WOODLAND PULP LLC WOODLAND MILL SALARIED 401(K) PLAN | BAILEYVILLE ME | 109 | $28.3M | $482K |
| 6 | KEISER CORPORATION KEISER CORPORATION 401(K) PROFIT SHARING PLAN | FRESNO CA | 159 | $13.5M | $479K |
| 7 | SQUIRE & COMPANY, PC 401(K) PLAN SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 153 | $36.2M | $113K |
| 8 | FIELDSTACK, LLC FIELDSTACK, LLC 401(K) PLAN | PORTLAND ME | 25 | $1.7M | $37K |
