Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund in their Schedule of Assets, totaling $116.1M 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 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN | BOSTON MA | 736 | $478.2M | $31.3M |
| 2 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 760 | $305.3M | $23.6M |
| 3 |
HOUSTON TX |
| 1,265 |
| $417.7M |
| $11.5M |
| 4 | GRAVES GILBERT CLINIC PLLC GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN | BOWLING GREEN KY | 1,273 | $187.2M | $10.6M |
| 5 | LAIKA, LLC LAIKA, LLC PROFIT SHARING AND 401(K) PLAN | HILLSBORO OR | 673 | $64.6M | $6.3M |
| 6 | CRANEWARE INC THE CRANEWARE GROUP 401(K) PROFIT SHARING PLAN | DEERFIELD BEACH FL | 543 | $57.6M | $5.6M |
| 7 | PETROLEUM GEO-SERVICES, INC. PETROLEUM GEO-SERVICES, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOUSTON TX | 150 | $115.1M | $5.5M |
| 8 | DANSKO HOLDINGS, INC. DANSKO HOLDINGS, INC. RETIREMENT PLAN | WEST GROVE PA | 118 | $40.6M | $4.5M |
| 9 | FIDUCIARY TRUST COMPANY FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN | BOSTON MA | 162 | $68.1M | $4.3M |
| 10 | VESTA CORPORATION VESTA CORPORATION 401(K) PLAN | LAKE OSWEGO OR | 111 | $24.5M | $2.8M |
