Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 Fund - in their Schedule of Assets, totaling $73.1M 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 | RSC INSURANCE BROKERAGE, INC. RSC INSURANCE BROKERAGE, INC. 401(K) PLAN | BOSTON MA | 2,232 | $240.5M | $20.3M |
| 2 | IAA HOLDINGS LLC. IAA 401(K) PLAN | WESTCHESTER IL | 3,829 | $291.9M | $17.2M |
| 3 | LANGAN ENGR., ENVIR., SURV., LAND. ARCH. & GEOLOGY, D.P.C. LANGAN ENGINEERING & ENVIRONMENTAL SERVICES SALARY SAVINGS PLAN & TRUST |
PARSIPPANY NJ |
| 1,638 |
| $225.1M |
| $10.1M |
| 4 | GENEDX HOLDINGS CORP. SEMA4 401(K) PLAN | STAMFORD CT | 1,513 | $118.5M | $8.9M |
| 5 | VALCO INSTRUMENTS COMPANY, INC. VALCO INSTRUMENTS RESTATED PROFIT SHARING PLAN TRUST | HOUSTON TX | 336 | $41.8M | $3.1M |
| 6 | PRIME MATERIALS RECOVERY, INC. PRIME MATERIALS RECOVERY, INC. 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 422 | $20.6M | $2.7M |
| 7 | CARLSON TOOL & MANUFACTURING CORP. CARLSON TOOL & MANUFACTURING CORP. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CEDARBURG WI | 112 | $25.8M | $1.9M |
| 8 | THE CONNELL COMPANY THE CONNELL COMPANY RETIREMENT PLAN | BERKELEY HEIGHTS NJ | 143 | $120.4M | $1.5M |
| 9 | BURTON + BURTON BURTON + BURTON PROFIT SHARING & 401K PLAN | BOGART GA | 234 | $52.7M | $1.4M |
| 10 | EPPS AIR SERVICE, LLC EPPS AIR SERVICE, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 142 | $35.5M | $1.4M |
