Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Target Retirement 2040 Pooled separate account in their Schedule of Assets, totaling $20.3M 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 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $6.4M |
| 2 | AAA SOUTH JERSEY, INC. AAA SOUTH JERSEY 401(K) PROFIT SHARING PLAN | VOORHEES NJ | 114 | $11.8M | $1.7M |
| 3 | DIAL SILVERCREST CORP. DIAL SENIOR MANAGEMENT, INC. 401(K) PLAN |
OMAHA NE |
| 842 |
| $15.1M |
| $1.7M |
| 4 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN | WATERVILLE ME | 488 | $22.8M | $1.4M |
| 5 | ONE, INC. ONE, INC. 401(K) PROFIT SHARING PLAN | FOLSOM CA | 438 | $16.2M | $1.3M |
| 6 | LEVEL 10 CONSTRUCTION, LP LEVEL 10 CONSTRUCTION, LP 401(K) PLAN | SUNNYVALE CA | 163 | $35.1M | $1.0M |
| 7 | ICC, INC. ICC, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 161 | $11.4M | $875K |
| 8 | LTC PHARMACY MANAGEMENT, LLC LTC PHARMACY MANAGEMENT, LLC 401(K) PLAN | ALEXANDRIA LA | 196 | $10.8M | $628K |
| 9 | SJC HOLDINGS, INC SJC HOLDINGS INC. RETIREMENT SAVINGS PLAN | FERNLEY NV | 121 | $4.3M | $599K |
| 10 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $554K |
