Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 Fd I in their Schedule of Assets, totaling $24.2M 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 | AARON'S, LLC AARON'S 401(K) RETIREMENT PLAN | ATLANTA GA | 7,969 | $186.0M | $11.4M |
| 2 | LAKEVIEW FARMS HOLDINGS, INC. LAKEVIEW FARMS, LLC 401(K) PLAN | DELPHOS OH | 914 | $26.9M | $3.9M |
| 3 | BANKERS FINANCIAL CORPORATION ASSOCIATES' SAVINGS PLAN |
ST. PETERSBURG GA |
| 413 |
| $50.4M |
| $3.8M |
| 4 | TELIT IOT SOLUTIONS, INC. TELIT NORTH AMERICA 401(K) PLAN | DURHAM NC | 156 | $25.1M | $3.0M |
| 5 | F&E AIRCRAFT MAINTENANCE MIAMI, LLC F&E AIRCRAFT MAINTENANCE 401(K) PLAN | MIAMI SPRINGS FL | 1,283 | $19.5M | $854K |
| 6 | ENVE COMPOSITES, LLC ENVE COMPOSITES, LLC 401(K) PLAN | OGDEN UT | 164 | $7.2M | $812K |
| 7 | IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC 401K PS PLAN | IMPERIAL CA | 237 | $11.9M | $469K |
| 8 | WHITE MEMORIAL COMMUNITY HEALTH CENTER WHITE MEMORIAL COMMUNITY HEALTH CENTER 403(B) PLAN | LOS ANGELES CA | 99 | $2.7M | $54K |
