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 Investor " in their Schedule of Assets, totaling $25.4M 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 | COMPUTACENTER UNITED STATES INC. COMPUTACENTER 401(K) PLAN | WESTWOOD MA | 1,608 | $177.1M | $9.7M |
| 2 | RESTAURANT TECHNOLOGIES, INC. RESTAURANT TECHNOLOGIES, INC. & SUBSIDIARIES 401(K) PLAN | MENDOTA HEIGHTS MN | 1,387 | $69.9M | $7.5M |
| 3 | STRETTO STRETTO 401(K) RETIREMENT PLAN |
IRVINE CA |
| 314 |
| $41.3M |
| $2.4M |
| 4 | GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. 403(B) THRIFT PLAN | LOS ANGELES CA | 2,794 | $17.8M | $1.6M |
| 5 | ST. LOUIS ARC, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF ST. LOUIS ARC, INC. | ST. LOUIS MO | 512 | $18.2M | $1.3M |
| 6 | G&D OPERATING HOLDINGS, LLC G&D OPERATING HOLDINGS, LLC RETIREMENT SAVINGS PLAN | MORTON IL | 598 | $23.6M | $1.3M |
| 7 | VZL STAFFING SERVICES, LLC VZL 401(K) PLAN | CHICAGO IL | 2,773 | $18.5M | $998K |
| 8 | GERSH ACADEMY, INC. & ALL CONTROL GROUP COMPANIES GERSH AUTISM 401(K) PLAN | HUNTINGTON NY | 374 | $2.1M | $308K |
| 9 | THE VAN WINKLE LAW FIRM THE VAN WINKLE LAW FIRM PROFIT SHARING PLAN | ASHEVILLE NC | 76 | $22.7M | $164K |
| 10 | HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO IL | 160 | $5.1M | $140K |
