Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Target Retirement Fund 2040 " in their Schedule of Assets, totaling $31.3M 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 | 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 | BUTION HOLDCO 1, LLC ORS MEDCO 401K PLAN |
TULSA OK |
| 764 |
| $38.8M |
| $3.7M |
| 4 | OHIOHEALTH O'BLENESS MEMORIAL HOSPITAL TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 425 | $43.8M | $3.6M |
| 5 | 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 |
| 6 | ALVERNO PROVENA HOSPITAL LABORATORIES, INC. ALVERNO PROVENA HOSPITAL LABORATORIES, INC. RETIREMENT SAVINGS PLAN | HAMMOND IN | 2,577 | $139.7M | $2.3M |
| 7 | HAZMAT ENVIRONMENTAL GROUP, INC. HAZMAT ENVIRONMENTAL/KENWORTH NORTHEAST 401(K) PLAN | BUFFALO NY | 489 | $33.1M | $1.4M |
| 8 | EARL SWENSSON ASSOCIATES, INC. EARL SWENSSON ASSOCIATES, INC. SAVINGS & | NASHVILLE TN | 198 | $87.9M | $548K |
| 9 | WEAVER STREET MARKET WEAVER STREET MARKET RETIREMENT TRUST | HILLSBOROUGH NC | 215 | $9.8M | $244K |
| 10 | CRIVELLO, NICHOLS & HALL, S.C. CRIVELLO, NICHOLS & HALL, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 110 | $21.9M | $230K |
