Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Trgt Retire 2040 Inv in their Schedule of Assets, totaling $3.0M 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 | HEART HOSPITAL OF LAFAYETTE, LLC HEART HOSPITAL OF LAFAYETTE 401(K) PLAN | LAFAYETTE LA | 77 | $6.9M | $1.4M |
| 2 | WESTERN DIESEL SERVICES INC. WESTERN DIESEL SERVICES INC. DBA CK POWER RETIREMENT PLAN AND 401K SAVINGS PLAN | ST. LOUIS MO | 402 | $26.6M | $562K |
| 3 | VIZZA WASH, L.P. |
SAN ANTONIO TX |
| 463 |
| $7.0M |
| $421K |
| 4 | O'NEILL MANAGEMENT, LLC O'NEILL HEALTHCARE 401(K) PLAN | NORTH RIDGEVILLE OH | 965 | $18.1M | $364K |
| 5 | THE BRITISH HOME FOR RETIRED MEN AND WOMEN THE BRITISH HOME 401K PLAN | BROOKFIELD IL | 154 | $3.9M | $120K |
| 6 | HAWAII PACIFIC FOUNDATION HAWAII PACIFIC FOUNDATION 401(K) PLAN | MANASSAS VA | 448 | $24.3M | $74K |
