Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 Inv N/R in their Schedule of Assets, totaling $12.5M 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 | SCHOTT CORPORATION SCHOTT CORPORATION 401(K) PLAN | RYE BROOK NY | 765 | $172.9M | $10.1M |
| 2 | WAREHOUSE DIRECT INCORPORATED WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST | DES PLAINES IL | 317 | $19.8M | $1.2M |
| 3 | NESS USA, INC. NESS USA, INC. 401(K) PLAN |
CANONSBURG PA |
| 157 |
| $17.2M |
| $581K |
| 4 | INTEGRACARE INTEGRACARE 401(K) SAVINGS PLAN | WEXFORD PA | 385 | $8.6M | $427K |
| 5 | BERKS COMMUNITY HEALTH CENTER BERKS COMMUNITY HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST | READING PA | 93 | $2.3M | $226K |
| 6 | CMG CHELSEA, LLC CMG CHELSEA, LLC AND AFFILIATES 401(K) PLAN | FANWOOD NJ | 303 | $15.0M | $88K |
