Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Vangrd Trgt Retire 2040 Fd in their Schedule of Assets, totaling $26.1M 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 | THE ROCKEFELLER FOUNDATION THE RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION | NEW YORK NY | 197 | $118.9M | $9.4M |
| 2 | RANGE GENERATION NEXT LLC RGNEXT 401K PLAN | MELBOURNE FL | 933 | $112.4M | $2.3M |
| 3 | SECURITY SERVICES HOLDINGS LLC PROTOS SECURITY 401(K) PLAN |
NORWALK CT |
| 8,167 |
| $38.7M |
| $2.2M |
| 4 | CERTILMAN BALIN ADLER & HYMAN, LLP CERTILMAN BALIN ADLER & HYMAN, LLP SALARY REDUCTION & BONUS DEFERRAL PLAN | EAST MEADOW NY | 141 | $69.4M | $2.0M |
| 5 | STACK INFRASTRUCTURE INC. STACK INFRASTRUCTURE INC 401(K) PLAN | DENVER CO | 466 | $21.9M | $1.6M |
| 6 | BY APPOINTMENT ONLY BY APPOINTMENT ONLY 401K PLAN | CHELMSFORD MA | 93 | $11.3M | $1.6M |
| 7 | AVAIR, LLC AVAIR, LLC 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 160 | $12.5M | $1.5M |
| 8 | INTERNATIONAL ICE CREAM CORPORATION INTERNATIONAL ICE CREAM CORPORATION 401(K) PLAN | NORTON MA | 334 | $8.4M | $966K |
| 9 | DNC SERVICES CORP. DNC 401(K) PLAN | WASHINGTON DC | 191 | $21.1M | $764K |
| 10 | MAU, INC. MAU, INC. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 3,087 | $15.1M | $572K |
