Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Target Retirement 2040 Investor Fund " in their Schedule of Assets, totaling $29.4M 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 | PORTS AMERICA THE SAVINGS AND GROWTH PLAN FOR PORTS AMERICA GROUP AND AFFILIATES | CHANDLER AZ | 1,159 | $243.7M | $10.7M |
| 2 | HEBREW SENIORLIFE, INC. HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN | ROSLINDALE MA | 2,331 | $159.7M | $4.5M |
| 3 | 20/20 PLUMBING & HEATING, INC. |
RIVERSIDE CA |
| 578 |
| $19.1M |
| $2.7M |
| 4 | GOLDEN PASS LNG TERMINAL, LLC GOLDEN PASS LNG TERMINAL LLC 401K PLAN | HOUSTON TX | 347 | $52.3M | $2.7M |
| 5 | CONTINENTAL INSURANCE GROUP, LTD CONTINENTAL INSURANCE GROUP, LTD 401(K) PROFIT SHARING PLAN | AUSTIN TX | 252 | $14.6M | $2.2M |
| 6 | HEBREW SENIORLIFE, INC. HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN | ROSLINDALE MA | 1,609 | $32.9M | $1.4M |
| 7 | KASHIV BIOSCIENCES, LLC KASHIV BIOSCIENCES, LLC 401(K) PLAN | PISCATAWAY NJ | 194 | $12.9M | $1.3M |
| 8 | HOPE ENTERPRISE CORPORATION, INC. HOPE ENTERPRISE CORPORATION, INC. 401(K) SAVINGS PLAN | JACKSON MS | 222 | $12.9M | $850K |
| 9 | TEXAS LEHIGH CEMENT COMPANY, LP TEXAS-LEHIGH CEMENT COMPANY 401(K) PLAN | BUDA TX | 201 | $22.1M | $691K |
| 10 | PALOMA PARTNERS MANAGEMENT COMPANY PALOMA PARTNERS RETIREMENT PLAN | GREENWICH CT | 72 | $80.8M | $583K |
