Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2040 Registered investment companies in their Schedule of Assets, totaling $27.3M 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 | LUMERIS HEALTHCARE OUTCOMES LUMERIS 401(K) PLAN | MARYLAND HEIGHTS MO | 909 | $165.6M | $12.7M |
| 2 | THE REED COLLEGE REED COLLEGE RETIREMENT PLAN | PORTLAND OR | 653 | $254.9M | $12.3M |
| 3 | FABER CONSTRUCTION, INC. FABER CONSTRUCTION, INC 401K PLAN |
| 155 |
| $11.6M |
| $934K |
| 4 | RISE, INC. RISE INC. 403(B) EMPLOYEE RETIREMENT PLAN | MESA AZ | 2,952 | $4.5M | $633K |
| 5 | TARBELL & BRODICH PROFESSIONAL ASSOCIATION TARBELL & KEYSTONE 401(K) PROFIT SHARING PLAN | CONCORD NH | 306 | $5.0M | $497K |
| 6 | PRO AUTOMATED INC PRO AUTOMATED INC 401K PROFIT SHARING PLAN TRUST | NEWARK DE | 138 | $5.9M | $253K |
