Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Vanguard Target Retirement 2040 Mutual funds in their Schedule of Assets, totaling $129.2M 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 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN | NEW YORK NY | 3,506 | $528.9M | $23.0M |
| 2 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS OH | 708 | $435.5M | $12.4M |
| 3 | WWL VEHICLE SERVICES AMERICAS, INC. |
PARSIPPANY NJ |
| 3,085 |
| $228.3M |
| $12.1M |
| 4 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $9.3M |
| 5 | BOARD OF TRUSTEES OF IRON WORKERS LOCAL 17 ANNUITY FUND IRON WORKERS LOCAL 17 ANNUITY FUND | TROY MI | 1,369 | $101.0M | $8.2M |
| 6 | BAXTER HEALTHCARE OF PUERTO RICO LLC BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,026 | $103.1M | $7.6M |
| 7 | BAXTER HEALTHCARE S.A. BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,272 | $70.5M | $5.4M |
| 8 | SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 848 | $246.0M | $5.4M |
| 9 | RIGGS DISTLER & COMPANY, INC. RIGGS DISTLER & COMPANY, INC. RETIREMENT PLAN | CHERRY HILL NJ | 258 | $52.7M | $4.7M |
| 10 | KIDS2, LLC KIDS2 RETIREMENT SALARY SAVINGS PLAN | ATLANTA GA | 225 | $45.8M | $3.9M |
