Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 – Inv in their Schedule of Assets, totaling $26.4M 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 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,301 | $123.2M | $12.0M |
| 2 | JEVS HUMAN SERVICES JEVS HUMAN SERVICES 401(K) PLAN | PHILADELPHIA PA | 882 | $25.9M | $3.1M |
| 3 | HONORBRIDGE HONORBRIDGE RETIREMENT PLAN | GREENVILLE NC |
| 229 |
| $27.7M |
| $3.0M |
| 4 | AABR, INC. AABR, INC. 403(B) THRIFT PLAN | COLLEGE POINT NY | 358 | $13.2M | $1.7M |
| 5 | VISION FOR HOPE THE HOPE 401(K) RETIREMENT SAVINGS PLAN | SPRINGFIELD IL | 537 | $11.5M | $1.1M |
| 6 | PEDIATRIC AFFILIATES, P.A. PEDIATRIC AFFILIATES, P.A. 401(K) PLAN | TOMS RIVER NJ | 157 | $22.9M | $919K |
| 7 | EMPLOYEE HEALTH INSURANCE MANAGEMENT, INC. EHIM 401(K) PLAN | SOUTHFIELD MI | 0 | $0 | $851K |
| 8 | LOS ANGELES OPERA COMPANY LOS ANGELES OPERA COMPANY RETIREMENT PLAN | LOS ANGELES CA | 592 | $13.9M | $729K |
| 9 | L.J. LEASING, INC. L.J. LEASING, INC. 401(K) RETIREMENT SAVINGS PLAN | SCOTTSDALE AZ | 570 | $5.6M | $449K |
| 10 | KING MANAGEMENT SUPPORT SERVICES, LLC KING AUTOMOTIVE GROUP 401(K) PLAN | GAITHERSBURG MD | 175 | $19.0M | $411K |
