Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard: Institutional Target Retirement 2040 Fund in their Schedule of Assets, totaling $445.7M 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 | WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 34,406 | $3.0B | $146.0M |
| 2 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $67.5M |
| 3 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN |
CHARLOTTE NC |
| 3,341 |
| $225.9M |
| $23.0M |
| 4 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $18.0M |
| 5 | COBORN'S INCORPORATED COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN | SAINT CLOUD MN | 7,095 | $162.1M | $17.6M |
| 6 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $16.9M |
| 7 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $15.8M |
| 8 | IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES IBEW LOCAL UNION NO. 22/NECA DEFINED CONTRIBUTION PENSION FUND, PLAN B | OMAHA NE | 3,156 | $353.1M | $12.8M |
| 9 | VITOL INC. VITOL INC. 401(K) PLAN | HOUSTON TX | 443 | $165.4M | $12.7M |
| 10 | INVACARE CORPORATION INVACARE RETIREMENT SAVINGS PLAN | ELYRIA OH | 433 | $135.0M | $11.4M |
