Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Target Retirement 2040 Investment Fund " in their Schedule of Assets, totaling $50.9M 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 | BORDER STATES INDUSTRIES, INC. BORDER STATES ELECTRIC SUPPLY 401(K) PLAN | FARGO ND | 3,385 | $254.0M | $29.7M |
| 2 | PLA-FIT FRANCHISE, LLC PLANET FITNESS 401(K) PLAN | HAMPTON NH | 2,683 | $37.3M | $6.5M |
| 3 | MARIO SINACOLA & SONS EXCAVATING, INC. MARIO SINACOLA & SONS EXCAVATING, INC. 401(K) PLAN |
FRISCO TX |
| 972 |
| $44.1M |
| $4.9M |
| 4 | A-1 FREEMAN MOVING & STORAGE, INC. A-1 FREEMAN MOVING & STORAGE, INC. 401K PLAN | OKLAHOMA CITY OK | 206 | $17.7M | $2.0M |
| 5 | DANA KEPNER COMPANY, LLC DANA KEPNER COMPANY 401(K) PLAN | DENVER CO | 239 | $21.8M | $1.8M |
| 6 | BARR BRANDS INTERNATIONAL, INC. BARR BRANDS INTERNATIONAL, INC. 401(K) PLAN | MEMPHIS TN | 385 | $24.2M | $1.4M |
| 7 | BAD BOY MOWERS BAD BOY MOWERS 401(K) PLAN | BATESVILLE AR | 923 | $7.9M | $1.1M |
| 8 | 3I INFOTECH, INC. 3I INFOTECH, INC. 401(K) RETIREMENT SAVINGS & INVESTMENT PLAN | EDISON NJ | 150 | $8.2M | $990K |
| 9 | HG MS ADMIN, LLC HERRIN-GEAR AUTOPLEX 401(K) PLAN | JACKSON MS | 227 | $6.3M | $887K |
| 10 | POLYPLEX USA LLC POLYPLEX USA LLC 401(K) PLAN | DECATUR AL | 268 | $9.7M | $518K |
