Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Target Retirement 2040 Fund in their Schedule of Assets, totaling $63.7M 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 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $51.5M |
| 2 | AMERICAN HOSPITAL ASSOCIATION AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN | CHICAGO IL | 480 | $161.8M | $8.1M |
| 3 | MILITARY OFFICERS ASSOCIATION OF AMERICA MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN |
ALEXANDRIA VA |
| 81 |
| $42.0M |
| $1.8M |
| 4 | CONNEXUS ENERGY CONNEXUS ENERGY RETIREMENT SAVINGS PLAN | RAMSEY MN | 229 | $94.2M | $1.6M |
| 5 | F&S PRODUCE COMPANY, INC. F&S PRODUCE CO., INC. 401(K) PROFIT SHARING PLAN | VINELAND NJ | 1,727 | $10.4M | $581K |
| 6 | VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 95 | $17.8M | $9K |
