Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Target Retirement 2040 Investor Shares Mutual fund - in their Schedule of Assets, totaling $30.3M 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 | LUCID USA, INC. LUCID MOTORS 401(K) PLAN | NEWARK CA | 6,273 | $219.3M | $15.2M |
| 2 | BRIDGE HOUSING CORPORATION BRIDGE HOUSING CORPORATION 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 562 | $46.5M | $5.7M |
| 3 | COMMUNITY OPTIONS, INC. COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN |
PRINCETON NJ |
| 6,381 |
| $31.1M |
| $2.7M |
| 4 | CHASE PETROLEUM SERVICES & SUPPLY, LLC. THE CHASE GROUP 401(K) PLAN | ARTESIA NM | 180 | $26.6M | $1.9M |
| 5 | MACK ENERGY CORPORATION MACK ENERGY CORPORATION 401(K) PLAN | ARTESIA NM | 94 | $64.1M | $1.5M |
| 6 | PRICE TRANSFER, INC. PRICE TRANSFER, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | RANCHO DOMINGUEZ CA | 311 | $15.8M | $1.2M |
| 7 | EASTER SEALS SOUTHERN CALIFORNIA, INC. EASTERSEALS SOUTHERN CALIFORNIA RETIREMENT PLAN | IRVINE CA | 2,939 | $91.7M | $1.2M |
| 8 | PINES HEALTH SERVICES PINES HEALTH SERVICES 403(B) PLAN | CARIBOU ME | 151 | $14.6M | $924K |
