Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vngrd Trgt Rtrmt 2040 Inv Mutual Fund in their Schedule of Assets, totaling $13.9M 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 | DOOR SYSTEMS ASSA ABLOY US, INC. DOOR SYSTEMS 401(K) PLAN | NAPERVILLE IL | 416 | $22.2M | $2.2M |
| 2 | A. RAYMOND CORPORATE NA, INC. A. RAYMOND CORPORATE NA, INC. 401(K) PLAN | ROCHESTER HILLS MI | 725 | $82.8M | $2.0M |
| 3 | WESTSTAR BANK WESTSTAR BANK 401(K) PLAN |
EL PASO TX |
| 329 |
| $26.5M |
| $2.0M |
| 4 | EL EDUCATION INC EL EDUCATION, INC. 403(B) PLAN | NEW YORK NY | 172 | $14.6M | $1.7M |
| 5 | COLWEN MANAGEMENT, INC. COLWEN MANAGEMENT, INC. 401(K) BENEFIT PLAN | PORTSMOUTH NH | 869 | $16.3M | $1.1M |
| 6 | GEIS CONSTRUCTION, INC. GEIS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | STREETSBORO OH | 106 | $14.7M | $895K |
| 7 | T. R. MILLER MILL COMPANY, INC. T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BREWTON AL | 171 | $14.9M | $841K |
| 8 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $720K |
| 9 | FIRST CO. FIRST CO. 401(K) RETIREMENT PLAN | DALLAS TX | 505 | $25.8M | $716K |
| 10 | STAFFING 360 SOLUTIONS, INC. STAFFING 360 SOLUTIONS, INC. & SUBSIDIARIES 401(K) PLAN | SHELTON CT | 1,252 | $9.8M | $682K |
