Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 N/R in their Schedule of Assets, totaling $56.6M 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 | REGIONAL WOMEN'S HEALTH GROUP, LLC AXIA WOMEN'S HEALTH 401(K) PROFIT SHARING PLAN | VOORHESS NJ | 2,120 | $324.0M | $19.3M |
| 2 | MCAFEE LLC MCAFEE LLC 401(K) PLAN | SAN JOSE CA | 4,321 | $173.7M | $18.1M |
| 3 | APRIMO US LLC APRIMO US LLC 401(K) PLAN |
| 169 |
| $27.5M |
| $4.1M |
| 4 | FLAGSHIP CREDIT ACCEPTANCE LLC FLAGSHIP CREDIT ACCEPTANCE LLC 401(K) PLAN | CHADDS FORD PA | 898 | $48.6M | $2.4M |
| 5 | WESLEY FAMILY SERVICES WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN | WILKINSBURG PA | 614 | $25.5M | $2.1M |
| 6 | MAPLEWOOD SENIOR LIVING, LLC MAPLEWOOD SENIOR LIVING RETIREMENT PLAN | WESTPORT CT | 1,364 | $17.8M | $1.5M |
| 7 | FGS-WI, LLC (DBA FREEDOM GRAPHIC SYSTEMS) FREEDOM GRAPHIC SYSTEMS RETIREMENT PLAN | MILTON WI | 499 | $29.5M | $1.5M |
| 8 | UNIVERSITY OF SCRANTON RETIREMENT PLAN FOR FACULTY, ADMINISTRATIVE AND PROFESSIONAL EMPLOYEES OF UNIVERSITY OF SCRANTON | SCRANTON PA | 589 | $153.8M | $1.4M |
| 9 | ST. VINCENTS HOSPITAL WESTCHESTER ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | HARRISON NY | 1,051 | $38.4M | $1.4M |
| 10 | LEONA ARIZONA EMPLOYMENT GROUP, INC LAEG 401(K) PLAN | PHOENIX AZ | 730 | $27.1M | $1.2M |
