Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2040 Pooled separate accounts in their Schedule of Assets, totaling $5.7M 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 | CROWES MANAGEMENT COMPANY CROWE'S MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | LEESBURG GA | 496 | $25.7M | $3.7M |
| 2 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $900K |
| 3 | CENTURY MECHANICAL CONTRACTORS, INC. CENTURY MECHANICAL CONTRACTORS, INC. EMPLOYEE'S 401(K) PLAN |
FORT WORTH TX |
| 150 |
| $8.3M |
| $730K |
| 4 | OLYMPIC SPORTS & SPINE PLLC OLYMPIC SPORTS & SPINE PLLC 401(K) PLAN | TACOMA WA | 396 | $20.1M | $379K |
| 5 | INTERNATIONAL FINANCE BANK IFB 401(K) PLAN | MIAMI FL | 103 | $5.2M | $17K |