Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Target Retirement Fund 2040 " in their Schedule of Assets, totaling $37.1M 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 | THE IMAGINE GROUP THE IMAGINE GROUP 401(K) SAVINGS PLAN | SHAKOPEE MN | 1,342 | $116.4M | $11.0M |
| 2 | VANDA PHARMACEUTICALS INC. VANDA PHARMACEUTICALS INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 358 | $43.2M | $4.5M |
| 3 | SHORT-ELLIOTT-HENDRICKSON, INC. SHORT-ELLIOTT-HENDRICKSON, INC. PROFIT SHARING AND 401(K) PLAN |
ST PAUL MN |
| 945 |
| $196.2M |
| $4.3M |
| 4 | BUTION HOLDCO 1, LLC ORS MEDCO 401K PLAN | TULSA OK | 764 | $38.8M | $3.7M |
| 5 | OHIOHEALTH O'BLENESS MEMORIAL HOSPITAL TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 425 | $43.8M | $3.6M |
| 6 | REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY PLAN | WEST TRENTON NJ | 2,308 | $417.7M | $3.6M |
| 7 | ALVERNO PROVENA HOSPITAL LABORATORIES, INC. ALVERNO PROVENA HOSPITAL LABORATORIES, INC. RETIREMENT SAVINGS PLAN | HAMMOND IN | 2,577 | $139.7M | $2.3M |
| 8 | CALBAG METALS COMPANY CALBAG METALS COMPANY PROFIT SHARING PLAN | PORTLAND OR | 298 | $19.5M | $1.8M |
| 9 | HAZMAT ENVIRONMENTAL GROUP, INC. HAZMAT ENVIRONMENTAL/KENWORTH NORTHEAST 401(K) PLAN | BUFFALO NY | 489 | $33.1M | $1.4M |
| 10 | EARL SWENSSON ASSOCIATES, INC. EARL SWENSSON ASSOCIATES, INC. SAVINGS & | NASHVILLE TN | 198 | $87.9M | $548K |
