Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding Vanguard Tgt Rmt 2040 Inv Fund in their Schedule of Assets, totaling $269.4M 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 | ADVANCED DRAINAGE SYSTEMS, INC. ADVANCED DRAINAGE SYSTEMS, INC. RETIREMENT AND STOCK OWNERSHIP PLAN | HILLIARD OH | 5,249 | $1.1B | $45.8M |
| 2 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $16.8M |
| 3 | DAKOTA SUPPLY GROUP, INC. |
PLYMOUTH MN |
| 1,035 |
| $77.6M |
| $11.3M |
| 4 | SOUTHERN PIPE & SUPPLY CO., INC. SOUTHERN PIPE & SUPPLY CO., INC. 401(K) RETIREMENT SAVINGS PLAN | MERIDIAN MS | 1,114 | $100.9M | $11.2M |
| 5 | MIDWEST RADIOLOGY, P.A. MIDWEST RADIOLOGY P.A. PROFIT SHARING PLAN | ROSEVILLE MN | 395 | $300.3M | $10.2M |
| 6 | DAKTRONICS, INC. DAKTRONICS, INC. 401(K) PLAN | BROOKINGS SD | 2,305 | $262.6M | $9.5M |
| 7 | SMC, LTD. SMC RETIREMENT PLAN | SOMERSET WI | 1,447 | $78.9M | $9.3M |
| 8 | IMAGINE LEARNING LLC IMAGINE LEARNING LLC 401(K) PLAN | SCOTTSDALE AZ | 2,606 | $89.5M | $8.5M |
| 9 | PEET'S COFFEE & TEA, LLC PEET'S COFFEE & TEA, LLC SAVINGS & RETIREMENT PLAN | EMERYVILLE CA | 4,443 | $130.3M | $8.4M |
| 10 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $7.5M |
