Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s Vanguard Target Retirement 2040 Fund in their Schedule of Assets, totaling $160.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $148.6M |
| 2 | PINEHURST SURGICAL CLINIC, P.A. PINEHURST SURGICAL CLINIC, P. A. RETIREMENT AND SAVINGS PLAN | PINEHURST NC | 483 | $95.3M | $10.2M |
| 3 | TEAM SELECT HOLDING, LLC |
PHOENIX AZ |
| 11,293 |
| $18.9M |
| $1.4M |
