Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding Vanguard Target Retirement 2040 Registered investment company in their Schedule of Assets, totaling $224.8M 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 | NATIONAL INDEMNITY COMPANY NATIONAL INDEMNITY COMPANY EMPLOYEE RETIREMENT AND SAVINGS PLAN | OMAHA NE | 3,352 | $600.1M | $26.0M |
| 2 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $14.8M |
| 3 | IPG PHOTONICS CORPORATION |
OXFORD MA |
| 1,940 |
| $288.9M |
| $13.6M |
| 4 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 484 | $131.6M | $12.3M |
| 5 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 492 | $91.6M | $9.1M |
| 6 | DETROIT DIESEL CORPORATION DETROIT DIESEL UAW 163 HOURLY SAVINGS PLAN | PORTLAND OR | 1,689 | $304.2M | $8.6M |
| 7 | FENDER MUSICAL INSTRUMENTS CORPORATION FENDER MUSICAL INSTRUMENTS 401(K) PLAN | SCOTTSDALE AZ | 1,566 | $134.3M | $8.5M |
| 8 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN | HARRISBURG PA | 841 | $187.1M | $8.4M |
| 9 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN | VANCOUVER WA | 778 | $62.0M | $8.1M |
| 10 | SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO CA | 147 | $116.3M | $7.0M |
