Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vngrd Trgt Rtrmt 2040 Inv Mutual funds in their Schedule of Assets, totaling $10.2M 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 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $4.5M |
| 2 | OAKBRIDGE INSURANCE AGENCY, LLC OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN | LAGRANGE GA | 536 | $24.9M | $2.2M |
| 3 | HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN |
PLYMOUTH MI |
| 306 |
| $12.9M |
| $675K |
| 4 | MOORE INDUSTRIES-INTERNATIONAL, INC MOORE INDUSTRIES 401(K) SAVINGS PLAN | NORTH HILLS CA | 127 | $16.7M | $662K |
| 5 | R F FAGER COMPANY, LLC R F FAGER COMPANY 401K PROFIT SHARING PLAN AND TRUST | CAMP HILL PA | 206 | $10.6M | $582K |
| 6 | MINUTEMAN SENIOR SERVICES, INC. MINUTEMAN SENIOR SERVICES 403B PLAN | BURLINGTON MA | 146 | $7.9M | $530K |
| 7 | PIPER FIRE PROTECTION, INC. PIPER FIRE PROTECTION, LLC 401(K) PLAN & TRUST | CLEARWATER FL | 0 | $0 | $411K |
| 8 | GIRL SCOUTS OF SOUTHEASTERN MICHIGAN GIRL SCOUTS OF SOUTHEASTERN MICHIGAN 403(B) RETIREMENT SAVINGS PLAN | DETROIT MI | 87 | $3.0M | $298K |
| 9 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $249K |
| 10 | COULSON AVIATION (USA), INC. COULSON AVIATION (USA), INC. 401(K) PLAN | PORTLAND OR | 171 | $10.1M | $67K |
