Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Target Retirement 2040 Trust II in their Schedule of Assets, totaling $567.3M 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 | ARCH CAPITAL GROUP (U.S.) INC. ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | JERSEY CITY NJ | 3,978 | $1.3B | $88.1M |
| 2 | DPR CONSTRUCTION DPR CONSTRUCTION RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 8,307 | $1.1B | $77.8M |
| 3 | GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN |
DELAWARE OH |
| 6,763 |
| $863.4M |
| $71.7M |
| 4 | TRIUMPH GROUP, INC. TRIUMPH GROUP, INC. 401K PLAN | RADNOR PA | 2,026 | $835.5M | $60.7M |
| 5 | THE SCOTTS COMPANY LLC THE SCOTTS COMPANY LLC RETIREMENT SAVINGS PLAN | MARYSVILLE OH | 4,612 | $691.4M | $53.5M |
| 6 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $48.9M |
| 7 | ASPLUNDH TREE EXPERT, LLC ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN | WILLOW GROVE PA | 2,468 | $342.7M | $35.2M |
| 8 | TRINITY INDUSTRIES, INC. TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020 | DALLAS TX | 2,890 | $385.9M | $31.3M |
| 9 | BROOKFIELD POWER US HOLDING AMERICA CO. BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN | NEW YORK NY | 1,581 | $279.1M | $21.2M |
| 10 | USABLE MUTUAL INSURANCE COMPANY ARKANSAS BLUE CROSS AND BLUE SHIELD 401(K) SAVINGS AND PLUS PLAN | LITTLE ROCK AR | 3,352 | $788.6M | $21.1M |
