Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Trgt Retire 2040 Fnd Inv Pooled separate account in their Schedule of Assets, totaling $428K 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 | TQ LOGISTICS, INC. TQ LOGISTICS, INC. 401K RETIREMENT PLAN | MARIETTA GA | 220 | $2.4M | $229K |
| 2 | SAN JOAQUIN REFINING COMPANY, INC. SAN JOAQUIN REFINING COMPANY 401K PLAN | BAKERSFIELD CA | 131 | $36.2M | $198K |
