Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding Vanguard target retirement 2040 Inv in their Schedule of Assets, totaling $356.1M 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 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $51.1M |
| 2 | US LBM HOLDINGS, LLC US LBM HOLDINGS, LLC 401(K) PLAN | BUFFALO GROVE IL | 12,893 | $440.2M | $35.9M |
| 3 | MERCY HEALTH CORPORATION MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN |
ROCKFORD IL |
| 7,008 |
| $827.7M |
| $34.6M |
| 4 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $32.7M |
| 5 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $20.4M |
| 6 | PILGRIM'S PRIDE CORPORATION PILGRIM'S PRIDE RETIREMENT SAVINGS PLAN | GREELEY CO | 39,273 | $478.2M | $19.0M |
| 7 | AKT SERVICES, LLP ALDRICH RETIREMENT PLAN | LAKE OSWEGO OR | 376 | $106.7M | $16.8M |
| 8 | ALDRICH SERVICES, LLP ALDRICH RETIREMENT PLAN | SALEM OR | 365 | $98.3M | $14.1M |
| 9 | BRUCKNER TRUCK SALES, INC. BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN | AMARILLO TX | 1,470 | $112.9M | $11.3M |
| 10 | JSJ CORPORATION JSJ CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN | GRAND HAVEN MI | 927 | $128.2M | $9.6M |
