Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Inst Target Retirement 2040 Fund # in their Schedule of Assets, totaling $284.9M 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 | XYLEM INC. XYLEM INC. RETIREMENT SAVINGS MASTER TRUST | WHITE PLAINS NY | — | $1.8B | $137.9M |
| 2 | XYLEM INC. XYLEM RETIREMENT SAVINGS PLAN | WHITE PLAINS NY | 8,288 | $1.8B | $135.9M |
| 3 | CIRTEC MEDICAL CORPORATION CIRTEC MEDICAL CORPORATION 401(K) PLAN |
BROOKLYN PARK MN |
| 1,441 |
| $52.1M |
| $5.9M |
| 4 | UROVANT SCIENCES, INC. UROVANT SCIENCES, INC. SAVINGS PLAN | IRVINE CA | 302 | $19.7M | $3.3M |
| 5 | XYLEM INC. SENSUS USA INC. UNION 401(K) PLAN | WHITE PLAINS NY | 946 | $8.3M | $1.1M |
| 6 | XYLEM INC. XYLEM BELL & GOSSETT SAVINGS PLAN FOR HOURLY EMPLOYEES | WHITE PLAINS NY | 288 | $21.6M | $471K |
| 7 | XYLEM INC. XYLEM GOULDS PUMPS RETIREMENT SAVINGS AND INVESTMENT PLAN | WHITE PLAINS NY | 170 | $16.5M | $402K |
