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 Trust II in their Schedule of Assets, totaling $641.9M 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 | TECHTRONIC INDUSTRIES NORTH AMERICA, INC. TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,951 | $960.6M | $58.5M |
| 2 | SEMICONDUCTOR COMPONENTS INDUSTRIES, LLC ONSEMI 401(K) PLAN | SCOTTSDALE AZ | 3,794 | $1.3B | $54.6M |
| 3 | CEVA LOGISTICS U.S. HOLDINGS, INC. |
HOUSTON TX |
| 9,274 |
| $584.8M |
| $52.7M |
| 4 | ON SEMICONDUCTOR CORPORATION ONSEMI 401(K) PLAN | SCOTTSDALE AZ | 3,995 | $1.2B | $51.4M |
| 5 | MILWAUKEE ELECTRIC TOOL CORPORATION TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,666 | $813.0M | $50.7M |
| 6 | GBT US LLC GBT 401(K) PLAN | NEW YORK NY | 4,795 | $470.7M | $45.6M |
| 7 | DANA LIMITED DANA RETIREMENT SAVINGS PLAN | MAUMEE OH | 2,537 | $895.8M | $44.8M |
| 8 | INTEGRA LIFESCIENCES CORPORATION INTEGRA LIFESCIENCES CORPORATION 401(K) TRUST | PRINCETON NJ | 2,578 | $414.8M | $40.3M |
| 9 | ASCENSUS, LLC. ASCENSUS, LLC 401(K) SAVINGS PLAN | DRESHER PA | 4,858 | $621.8M | $32.3M |
| 10 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $26.8M |
