Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retirement Fund 2040 Mutual fund - in their Schedule of Assets, totaling $53.6M 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 | GIBSON, DUNN & CRUTCHER LLP GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN | LOS ANGELES CA | 2,800 | $1.5B | $20.2M |
| 2 | HOLLAND AMERICA LINE N.V. HOLLAND AMERICA LINE N.V. 401(K) PROFIT SHARING PLAN | SEATTLE WA | 1,488 | $210.1M | $12.3M |
| 3 | PRINCESS CRUISE LINES, LTD. |
SEATTLE WA |
| 2,323 |
| $352.6M |
| $11.5M |
| 4 | THE CONNECTICUT WATER COMPANY SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY | CLINTON CT | 319 | $61.9M | $5.5M |
| 5 | GED INTEGRATED SOLUTIONS INC. GED, INC. RETIREMENT SAVINGS PLAN | GLENWILLOW OH | 272 | $30.1M | $1.6M |
| 6 | ENCYCLOPAEDIA BRITANNICA, INC. ENCYCLOPAEDIA BRITANNICA SAVINGS PLAN | CHICAGO IL | 251 | $59.0M | $1.2M |
| 7 | SMARTE CARTE, INC. SMARTE CARTE, INC. 401(K) PLAN | SAINT PAUL MN | 878 | $30.2M | $1.2M |
