Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Target Retirement 2040 Investment Fund Mutual fund in their Schedule of Assets, totaling $34.3M 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 | UNIVERSAL ENGINEERING SCIENCES, LLC UNIVERSAL ENGINEERING SCIENCES 401(K) PLAN | ORLANDO FL | 3,690 | $151.3M | $11.0M |
| 2 | ASPIRE BAKERIES LLC ASPIRE BAKERIES LLC RETIREMENT PLAN | LOS ANGELES CA | 2,569 | $168.2M | $8.9M |
| 3 | BONADIO & CO., LLP BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN |
PITTSFORD NY |
| 961 |
| $150.2M |
| $7.1M |
| 4 | MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. 401(K) RETIREMENT PLAN | HERNDON VA | 703 | $42.3M | $3.9M |
| 5 | SEQUOIA EQUITIES INC. SEQUOIA EQUITIES 401(K) PLAN | WALNUT CREEK CA | 359 | $23.5M | $1.2M |
| 6 | SKYBOUND, LLC SKYBOUND 401(K) PLAN | LOS ANGELES CA | 124 | $6.4M | $897K |
| 7 | SATICOY LEMON ASSOCIATION SATICOY LEMON ASSOCIATION 401(K) / PROFIT SHARING PLAN | SANTA PAULA CA | 232 | $20.0M | $700K |
| 8 | CLEARVIEW HOTEL CAPITAL, LLC DOLPHIN HOTEL MANAGEMENT 401(K) PLAN | NEWPORT BEACH CA | 821 | $4.8M | $380K |
| 9 | KEIRO NORTHWEST KEIRO NORTHWEST 403(B) PLAN | SEATTLE WA | 62 | $3.7M | $217K |
| 10 | SWIRE SHIPPING US INC. SWIRE SHIPPING US INC 401(K) PLAN | PUYALLUP WA | 73 | $11.9M | $2K |
