Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2040 Fund Registered investment company in their Schedule of Assets, totaling $562.4M 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 | TRUSTEES OF COLUMBIA UNIVERSITY RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY | NEW YORK NY | 15,229 | $5.6B | $242.8M |
| 2 | TRUSTEES OF COLUMBIA UNIVERSITY COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN | NEW YORK NY | 25,099 | $4.7B | $181.6M |
| 3 | AIRBNB, INC. AIRBNB 401(K) PLAN |
SAN FRANCISCO CA |
| 4,320 |
| $981.8M |
| $40.4M |
| 4 | RENOWN HEALTH RENOWN HEALTH RETIREMENT SAVINGS PLAN | RENO NV | 5,409 | $713.3M | $36.7M |
| 5 | WHEELS, LLC WHEELS, LLC RETIREMENT SAVINGS PLAN | DES PLAINES IL | 1,976 | $269.5M | $17.8M |
| 6 | BEACHBODY, LLC BEACHBODY, LLC 401(K) PLAN | EL SEGUNDO CA | 319 | $114.2M | $11.9M |
| 7 | THE GUTHRIE CLINIC GUTHRIE 401(K) RETIREMENT SAVINGS PLAN | SAYRE PA | 117 | $222.9M | $11.8M |
| 8 | FOWLER PACKING COMPANY, INC. FOWLER PACKING COMPANY RETIREMENT PLAN | FRESNO CA | 1,132 | $86.6M | $9.1M |
| 9 | NINTEX USA, INC. NINTEX USA, INC. | BELLEVUE WA | 362 | $46.6M | $3.9M |
| 10 | CKE RESTAURANTS HOLDINGS, INC. CKE SAVINGS PLAN | FRANKLIN TN | 1,052 | $49.9M | $2.5M |
