Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement Income 2040 " in their Schedule of Assets, totaling $12.1M 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 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. 403(B) SAVINGS PLAN | WASHINGTON DC | 1,557 | $298.8M | $9.6M |
| 2 | DVL GROUP, INC. DVL GROUP 401(K) PLAN | BRISTOL PA | 164 | $27.5M | $1.3M |
| 3 | KOOPMAN LUMBER COMPANY, INC. |
WHITINSVILLE MA |
| 381 |
| $29.6M |
| $1.2M |
