Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vngrd Trgt Rtrmt 2040 Inv in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $1.2M |
| 2 | EAU CLAIRE COOPERATIVE HEALTH CENTER EAU CLAIRE COOPERATIVE CENTER 403(B) RETIREMENT PLAN AND TRUST | COLUMBIA SC | 528 | $11.4M | $997K |
| 3 | AFFINITY DENTAL AFFINITY DENTAL 401-K RETIREMENT PLAN |
HOLYOKE MA |
| 178 |
| $20.0M |
| $651K |
| 4 | MCCARL'S LLC MCCARL'S RETIREMENT SAVINGS PLAN | BEAVER FALLS PA | 138 | $12.5M | $353K |
| 5 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $312K |
| 6 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $191K |
| 7 | THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE FL | 114 | $15.2M | $87K |
| 8 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN | CHESTERFIELD MI | 252 | $15.1M | $64K |
| 9 | LUDVIK ELECTRIC CO. LUDVIK ELECTRIC CO. 401(K) PLAN | LAKEWOOD CO | 197 | $22.7M | $14K |
