Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Tgt Rmt 2040 Inv Fund in their Schedule of Assets, totaling $9.5M 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 | GREYHOUND LINES, INC. GREYHOUND LINES, INC. RETIREMENT SAVINGS PLAN | DALLAS TX | 623 | $53.2M | $4.7M |
| 2 | FIRST STATE BANK OF THE FLORIDA KEYS FIRST STATE BANK OF THE FLORIDA KEYS PROFIT SHARING RETIREMENT PLAN | KEY WEST FL | 151 | $19.9M | $1.6M |
| 3 | BROCK SOLUTIONS U.S. INC. |
IRVING TX |
| 246 |
| $15.0M |
| $1.2M |
| 4 | NACARATO TRUCKS GENERAL PARTNERSHIP NACARATO TRUCKS GENERAL PARTNERSHIP 401(K) PLAN | LA VERGNE TN | 264 | $16.3M | $1.2M |
| 5 | LENDBUZZ, INC. LENDBUZZ, INC. 401(K) PLAN | BOSTON MA | 372 | $7.9M | $452K |
| 6 | CITIZANT, INC. CITIZANT, INC. 401(K) PLAN | CHANTILLY VA | 227 | $16.1M | $402K |
| 7 | DOMINION VOTING SYSTEMS, INC. DOMINION VOTING SYSTEMS, INC. 401(K) PLAN | DENVER CO | 133 | $12.4M | $36K |
