Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vang Target Ret 2040 Registered investment company in their Schedule of Assets, totaling $633.6M 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 | PROVIDENCE HEALTH & SERVICES PROVIDENCE ST JOSEPH HEALTH GROUP CUSTODIAL ACCOUNT | RENTON WA | — | $6.8B | $504.8M |
| 2 | CINCINNATI BELL INC. CINCINNATI BELL RETIREMENT SAVINGS PLANS MASTER TRUST | CINCINNATI OH | — | $608.0M | $26.7M |
| 3 | CRAVATH, SWAINE & MOORE LLP |
NEW YORK NY |
| — |
| $928.3M |
| $24.8M |
| 4 | U.S. ORAL SURGERY MANAGEMENT, LLC U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN | IRVING TX | 2,450 | $237.9M | $18.6M |
| 5 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN | ADDISON TX | 1,103 | $189.5M | $12.3M |
| 6 | GIGAMON, INC. GIGAMON, INC. 401(K) PLAN | SANTA CLARA CA | 488 | $160.1M | $10.7M |
| 7 | WOLVERINE TRADING, LLC WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN | CHICAGO IL | 395 | $181.0M | $9.9M |
| 8 | MULTNOMAH ATHLETIC CLUB MULTNOMAH ATHLETIC CLUB 401K RETIREMENT SAVINGS PLAN | PORTLAND OR | 797 | $27.6M | $6.1M |
| 9 | GATES VENTURES, LLC GATES VENTURES, LLC 401(K) PLAN | KIRKLAND WA | 131 | $44.7M | $4.2M |
| 10 | WILLIAM H. GATES III CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN | KIRKLAND WA | 163 | $92.2M | $3.4M |
