Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2040 N/A in their Schedule of Assets, totaling $7.2M 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 | SAMPSON CONSTRUCTION CO., INC. SAMPSON CONSTRUCTION CO. , INC. 401(K) PROFIT SHARING PLAN & TRUST | LINCOLN NE | 307 | $48.4M | $4.3M |
| 2 | OKLAHOMA HEART HOSPITAL LLC OKLAHOMA HEART HOSPITAL AND AFFILIATES 401(K) PLAN | OKLAHOMA CITY OK | 2,386 | $340.0M | $2.8M |
