Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement 2040 Mutual fund NR in their Schedule of Assets, totaling $13.4M 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 | NOVAVAX, INC. NOVAVAX, INC. 401(K) PROFIT SHARING PLAN | GAITHERSBURG MD | 767 | $113.2M | $11.4M |
| 2 | HUNTRESS LABS INCORPORATED HUNTRESS LABS INCORPORATED 401(K) PLAN | COLUMBIA MD | 392 | $23.6M | $1.4M |
| 3 | SAVANTAGE FINANCIAL SERVICES, INC. SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN |
ROCKVILLE MD |
| 138 |
| $41.0M |
| $663K |
| 4 | LUSTER PRODUCTS, INC. LUSTER PRODUCTS, INC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 115 | $5.2M | $8K |
