Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 145 U.S. retirement plans report holding Vanguard Target Retirement 2040 - in their Schedule of Assets, totaling $647.6M 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 | TRUSTEES OF IBEW LOCAL UNION NO. 126 RETIREMENT PLAN IBEW LOCAL UNION NO. 126 RETIREMENT PLAN | COLLEGEVILLE PA | 6,529 | $1.1B | $94.9M |
| 2 | BNP PARIBAS BNP PARIBAS 401K SAVINGS PLAN | NEW YORK NY | 3,655 | $2.2B | $92.0M |
| 3 | MARRIOTT VACATIONS WORLDWIDE CORP. MARRIOTT VACATIONS WORLDWIDE CORP. 401(K) |
ORLANDO FL |
| 16,954 |
| $903.0M |
| $69.2M |
| 4 | HAAS AUTOMATION, INC. HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN | OXNARD CA | 1,377 | $356.1M | $32.7M |
| 5 | CGG SERVICES (U.S.) INC. CGG 401(K) RETIREMENT PLAN | HOUSTON TX | 839 | $360.8M | $30.2M |
| 6 | MASSACHUSETTS FINANCIAL SERVICES COMPANY MASSACHUSETTS FINANCIAL SERVICES COMPANY DEFINED CONTRIBUTION PLAN | BOSTON MA | 1,717 | $935.6M | $27.0M |
| 7 | BORAD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATION AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN | ORANGE CA | 3,117 | $228.3M | $19.2M |
| 8 | BALLARD SPAHR LLP BALLARD SPAHR LLP 401(K) PLAN FOR PARTNERS & EMPLOYEES | PHILADELPHIA PA | 797 | $461.3M | $17.4M |
| 9 | MASSACHUSETTS FINANCIAL SEVICES COMPANY MFSAVING RETIREMENT PLAN | BOSTON MA | 1,691 | $574.7M | $16.2M |
| 10 | APEX SYSTEMS, LLC CONTRACT EMPLOYEE RETIREMENT SAVINGS PLAN | GLEN ALLEN VA | 21,810 | $231.8M | $15.5M |
