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 funds a in their Schedule of Assets, totaling $5.9M 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 | IMPACT ADVISORS, LLC IMPACT ADVISORS, LLC 401(K) PLAN | NAPERVILLE IL | 642 | $58.4M | $3.4M |
| 2 | FOX WORLD TRAVEL, INC. FOX WORLD TRAVEL, INC. 401(K) PLAN | OSHKOSH WI | 341 | $25.2M | $1.6M |
| 3 | MID AMERICA OVERSEAS INC MID AMERICA OVERSEAS INC 401(K) PROFIT SHARING PLAN & TRUST |
ITASCA IL |
| 180 |
| $19.1M |
| $811K |
| 4 | ACCIONA ENERGY USA GLOBAL LLC ACCIONA ENERGY NORTH AMERICA 401(K) PLAN | CHICAGO IL | 291 | $29.4M | $76K |
