Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2040 Fund in their Schedule of Assets, totaling $10.0M 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 | TEACHING STRATEGIES, LLC TEACHING STRATEGIES, LLC PROFIT SHARING PLAN | WASHINGTON DC | 411 | $40.5M | $2.9M |
| 2 | PEDIATRICS NORTHWEST, P.S. PEDIATRICS NORTHWEST, PS 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 92 | $36.8M | $1.3M |
| 3 | PHOENIX ENVIRONMENTAL LABORATORIES, INC. |
MANCHESTER CT |
| 116 |
| $13.8M |
| $1.3M |
| 4 | MANET COMMUNITY HEALTH CENTER INC MANET COMMUNITY HEALTH CENTER, INC TAX SHELTERED ANNUITY PLAN | NORTH QUINCY MA | 167 | $11.3M | $886K |
| 5 | ENGINEERED PROFILES LLC ENGINEERED PROFILES 401K PLAN | COLUMBUS OH | 337 | $12.4M | $771K |
| 6 | THE J. E. SHEPARD COMPANY THE J. E. SHEPARD COMPANY MASTER 401(K) SAVINGS PLAN | SOUTH WINDSOR CT | 93 | $11.4M | $757K |
| 7 | CIMA SERVICES MANAGEMENT, INC. CIMA 401(K) PLAN | PASADENA TX | 300 | $8.3M | $683K |
| 8 | FIRST TEXAS HOMES, INC. FIRST TEXAS HOMES, INC. 401(K) PLAN | DALLAS TX | 236 | $13.5M | $472K |
| 9 | RECONSERVE, INC. RECONSERVE 401(K) PLAN | SANTA MONICA CA | 429 | $18.6M | $449K |
| 10 | COMMUNITY RENEWAL TEAM, INC. COMMUNITY RENEWAL TEAM, INC. 401K PLAN | HARTFORD CT | 406 | $10.7M | $365K |
