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 Mutual fund (1) in their Schedule of Assets, totaling $24.1M 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 | MEDRISK, LLC MEDRISK LLC 401(K) PLAN | KING OF PRUSSIA PA | 1,197 | $51.8M | $7.4M |
| 2 | SYNDEO OUTSOURCING, LLC SYNDEO OUTSOURCING 401(K) POOLED EMPLOYER PLAN | WICHITA KS | 982 | $35.0M | $4.4M |
| 3 | SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC SECURE PEP |
BOCA RATON FL |
| 2,840 |
| $49.1M |
| $2.6M |
| 4 | PLAYFLY, LLC PLAYFLY, LLC 401(K) PLAN | BERWYN PA | 643 | $32.4M | $2.4M |
| 5 | DOLLAR FINANCIAL GROUP, INC. DOLLAR FINANCIAL GROUP RETIREMENT PLAN | BERWYN PA | 317 | $26.5M | $1.7M |
| 6 | AMERICHEM, INC. AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CUYAHOGA FALLS OH | 543 | $84.9M | $1.6M |
| 7 | VESTED HR II, LLC VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | PALM HARBOR FL | 533 | $12.3M | $1.1M |
| 8 | SLAVIC INTEGRATED ADMINISTRATION INC. VENSURE RETIREMENT PLAN | BOCA RATON FL | 2,812 | $28.5M | $864K |
| 9 | ALL PEO, INC. ALL PEO, INC. RETIREMENT SAVINGS PLAN | TUALATIN OR | 121 | $4.7M | $449K |
| 10 | KEYSTONE HR LLC KEYSTONE HR LLC RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 253 | $8.6M | $319K |
