Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 253 U.S. retirement plans report holding Vanguard target retirement 2040 Inv in their Schedule of Assets, totaling $762.2M 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 | 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 | TS TECH AMERICAS, INC. TS TECH 401K SAVINGS PLAN | REYNOLDSBURG OH | 2,728 | $161.9M | $30.9M |
| 6 | HEICO HOLDING, INC. HEICO HOLDING, INC. 401(K) PLAN | WARRENVILLE IL | 5,714 | $437.5M | $26.5M |
| 7 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $20.4M |
| 8 | MARY KAY INC. MARY KAY INC. PROFIT SHARING AND 401(K) PLAN | ADDISON TX | 1,459 | $792.7M | $19.5M |
| 9 | PILGRIM'S PRIDE CORPORATION PILGRIM'S PRIDE RETIREMENT SAVINGS PLAN | GREELEY CO | 39,273 | $478.2M | $19.0M |
| 10 | AKT SERVICES, LLP ALDRICH RETIREMENT PLAN | LAKE OSWEGO OR | 376 | $106.7M | $16.8M |
