Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 Fund Investor Shares in their Schedule of Assets, totaling $90.4M 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 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN | PHOENIX AZ | 4,188 | $284.6M | $26.7M |
| 2 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $24.7M |
| 3 | THE CALIFORNIA ENDOWMENT THE CALIFORNIA ENDOWMENT 401(K) |
LOS ANGELES CA |
| 155 |
| $63.3M |
| $9.8M |
| 4 | WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS TX | 151 | $51.6M | $5.9M |
| 5 | SPHERA SOLUTIONS, INC. SPHERA SOLUTIONS INC. 401(K) PLAN | CHICAGO IL | 372 | $65.6M | $5.9M |
| 6 | ACADEMIC MEDICINE SERVICES INC ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | BUFFALO NY | 238 | $39.5M | $3.7M |
| 7 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 178 | $37.9M | $3.0M |
| 8 | FIRST INTERNATIONAL BANK & TRUST FIRST INTERNATIONAL BANK & TRUST 401(K) PROFIT SHARING PLAN | WATFORD CITY ND | 616 | $98.4M | $2.9M |
| 9 | COPE PLASTICS, INC. COPE PLASTICS, INC. PROFIT SHARING PLAN | ALTON IL | 339 | $45.0M | $1.3M |
| 10 | LISCR, LLC LISCR, LLC 401(K) RETIREMENT PLAN | DULLES VA | 181 | $13.1M | $1.3M |
