Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2040 Fund Mutual fund - in their Schedule of Assets, totaling $201.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER CO | 1,259 | $1.0B | $76.0M |
| 2 | SANMINA CORPORATION SANMINA CORPORATION 401(K) PLAN | SAN JOSE CA | 4,427 | $590.4M | $25.8M |
| 3 | TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) |
BOSTON MA |
| 1,702 |
| $372.5M |
| $13.8M |
| 4 | BOEING INTELLIGENCE & ANALYTICS BOEING INTELLIGENCE & ANALYTICS 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 589 | $101.9M | $10.5M |
| 5 | AKER SOLUTIONS INC. THE AKER SOLUTIONS 401(K) SAVINGS PLAN | HOUSTON TX | 44 | $116.2M | $10.4M |
| 6 | KESSLER, TOPAZ, MELTZER & CHECK, LLP KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLAN | RADNOR PA | 187 | $58.4M | $8.5M |
| 7 | A.I. SOLUTIONS, INC. A.I. SOLUTIONS, INC. 401(K) PLAN | LANHAM MD | 454 | $101.5M | $8.0M |
| 8 | C.W. DRIVER CONTRACTORS C.W. DRIVER CONTRACTORS 401(K) PROFIT SHARING PLAN | PASADENA CA | 328 | $84.9M | $5.2M |
| 9 | STEWART'S SHOPS CORP STEWART'S SHOPS CORP EMPLOYEE STOCK OWNERSHIP PLAN | SARATOGA SPRINGS NY | 3,211 | $896.8M | $5.2M |
| 10 | ASANA INC. ASANA INC. 401(K) PLAN | SAN FRANCISCO CA | 1,402 | $169.4M | $5.0M |
