Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vangrd Trgt Retire 2040 Fd Inv in their Schedule of Assets, totaling $4.0M 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 | PRESCO POLYMERS OPCO, INC. TRIDENT SOLUTIONS, INC. 401(K) RETIREMENT PLAN | PLANO TX | 337 | $18.9M | $1.1M |
| 2 | FLORIDA PROTON THERAPY INSTITUTE, INC. FLORIDA PROTON THERAPY INSTITUTE, INC. 401(K) PLAN | JACKSONVILLE FL | 131 | $11.7M | $982K |
| 3 | DONOR ALLIANCE, INC. |
DENVER CO |
| 208 |
| $34.0M |
| $846K |
| 4 | PINGWIND, INC. PINGWIND, INC. 401(K) PLAN AND TRUST | ANNANDALE VA | 287 | $11.9M | $773K |
| 5 | COYNE PUBLIC RELATIONS COYNE PUBLIC RELATIONS 401(K) PLAN | PARSIPPANY NJ | 143 | $22.2M | $197K |
| 6 | RESULTIV HOLDINGS, INC. RESULTIV HOLDINGS, INC. 401(K) PLAN | ALPHARETTA GA | 4 | $17.4M | $101K |
