Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard VFORX - Vanguard Target Retirement 2040 Fund Investor Shares in their Schedule of Assets, totaling $141.3M 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 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $83.3M |
| 2 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $18.0M |
| 3 | XCEL MANAGEMENT, INC. XCEL HR 401(K) PLAN |
ROCKVILLE MD |
| 2,059 |
| $74.1M |
| $7.2M |
| 4 | PROPEL PEO, INC. PROPEL HR 401(K) PLAN | GREENVILLE SC | 1,496 | $85.4M | $7.1M |
| 5 | ASPEN HR PEO LLC ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN | CLEARWATER FL | 3,340 | $148.6M | $4.6M |
| 6 | STAFFLINK OUTSOURCING, INC. STAFFLINK OUTSOURCING RETIREMENT SAVINGS PLAN | SUNRISE FL | 1,420 | $52.0M | $3.5M |
| 7 | MEDHQ, LLC MEDHQ, LLC 401(K) PLAN | WESTCHESTER IL | 814 | $45.4M | $3.0M |
| 8 | LYONS & COMPANY, INC. LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN | GADSDEN AL | 2,794 | $79.9M | $2.6M |
| 9 | PRO SYSTEMS CORPORATION PRO RESOURCES RETIREMENT SAVINGS PLAN | DETROIT LAKES MN | 1,965 | $50.4M | $2.1M |
| 10 | PROCARE HR CORPORATION I PROCARE HR RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 5,404 | $49.1M | $2.0M |
