Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Target Retirement 2040 Trust Plus in their Schedule of Assets, totaling $1.6B 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 | TEXTRON INC. TEXTRON SAVINGS PLAN | PROVIDENCE RI | 26,117 | $6.1B | $321.9M |
| 2 | IQVIA INC. IQVIA 401(K) PLAN | DURHAM NC | 19,072 | $3.6B | $308.8M |
| 3 | WHIRLPOOL CORPORATION WHIRLPOOL 401(K) RETIREMENT PLAN | BENTON HARBOR MI |
| 17,341 |
| $3.5B |
| $271.6M |
| 4 | PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON TX | 12,051 | $7.7B | $250.8M |
| 5 | KIRKLAND & ELLIS LLP KIRKLAND & ELLIS LLP DEFINED CONTRIBUTION 401(K) SAVINGS PLAN | CHICAGO IL | 5,880 | $2.7B | $156.5M |
| 6 | CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. THE CONSOLIDATED EDISON THRIFT SAVINGS PLAN | NEW YORK NY | 15,022 | $6.4B | $138.1M |
| 7 | STEELCASE, INC. STEELCASE INC. RETIREMENT PLAN | GRAND RAPIDS MI | 4,148 | $1.5B | $116.3M |
| 8 | XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. EMPLOYEES' SAVINGS AND STOCK OWNERSHIP PLAN FOR BARGAINING UNIT EMPLOYEES AND FORMER NON-BARGAINING UNIT EMPLOYEE | MINNEAPOLIS MN | 1,867 | $585.5M | $17.2M |
