Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard VFORX - Vanguard Target Retirement 2040 in their Schedule of Assets, totaling $21.8M 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 | ALTRES GLOBAL BUSINESS SERVICES, INC. SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,950 | $102.2M | $7.5M |
| 2 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $6.1M |
| 3 | LEVER1 LEVER1 RETIREMENT SAVINGS PLAN |
OVERLAND PARK KS |
| 1,721 |
| $53.7M |
| $4.1M |
| 4 | CONGRUITY HR HOLDING COMPANY, LLC CONGRUITY HR RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 895 | $23.4M | $2.9M |
| 5 | PAYROLLING PARTNERS, INC PAYROLLING PARTNERS, INC. 401(K) PLAN | CLIFTON NJ | 191 | $7.7M | $721K |
| 6 | HRO RESOURCES HRO RESOURCES MULTIPLE EMPLOYER 401(K) PLAN | KINGWOOD TX | 518 | $6.0M | $519K |
