Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Vanguard Target Retirement 2040 Fund in their Schedule of Assets, totaling $24.0M 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 | CUA OPCO, LLC UNITED UROLOGY GROUP RETIREMENT PLAN | OWINGS MILLS MD | 1,179 | $170.8M | $10.7M |
| 2 | WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | ATLANTA GA | 162 | $78.4M | $8.6M |
| 3 | HIGHLANDS ONCOLOGY GROUP, P.A. |
SPRINGDALE AR |
| 740 |
| $54.0M |
| $2.4M |
| 4 | CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA 401(K) PLAN | MINNETONKA MN | 114 | $21.8M | $1.1M |
| 5 | SLIPSTREAM IT, LLC SLIPSTREAM IT, LLC 401(K) PLAN | BLUE BELL PA | 222 | $8.1M | $742K |
| 6 | MOUNTAIN RIVER TRUCKING COMPANY, INC. MOUNTAIN RIVER 401(K) PLAN | MOUNT AIRY NC | 149 | $953K | $234K |
| 7 | ARYLESSENCE, INC. ARYLESSENCE, INC. 401(K) PROFIT SHARING PLAN | MARIETTA GA | 147 | $18.8M | $188K |
