Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vngrd Trgt Rtrmt 2040 Inv in their Schedule of Assets, totaling $6.1M 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 | PAUL MILLER, INC. PAUL MILLER & ITS AFFILIATES 401(K) PLAN | PARSIPPANY NJ | 655 | $44.5M | $4.0M |
| 2 | UNITED SECURITY BANK UNITED SECURITY BANK CASH OR DEFERRED STOCK OWNERSHIP PLAN | FRESNO CA | 108 | $14.2M | $731K |
| 3 | PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN |
CENTER TX |
| 320 |
| $8.2M |
| $672K |
| 4 | GOODWILL INDUSTRIES OF MIDDLE GEORGIA GOODWILL INDUSTRIES OF MIDDLE GA 401(K) P/S PLAN | MACON GA | 1,291 | $7.5M | $271K |
| 5 | SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON SC | 145 | $8.5M | $245K |
| 6 | OVERBROOK FRIEDLANDER PROGRAMS OVERBROOK FRIEDLANDER PROGRAMS 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 91 | $3.4M | $154K |
| 7 | JEWISH ADOPTION & FOSTER CARE OPTIO S JEWISH ADOPTION & FOSTER CARE OPTIONS 403(B) RETIREMENT PLAN | SUNRISE FL | 107 | $5.8M | $6K |
