Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2040** in their Schedule of Assets, totaling $851.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHWELL HEALTH, INC. NORTHWELL HEALTH 403(B) PLAN | WESTBURY NY | 49,356 | $10.9B | $647.4M |
| 2 | CORNERSTONE BUILDING BRANDS, INC. CORNERSTONE BUILDING BRANDS 401(K) PROFIT SHARING PLAN | HOUSTON TX | 16,061 | $845.3M | $30.9M |
| 3 | PLAINS ALL AMERICAN GP LLC PLAINS ALL AMERICAN 401(K) PLAN | HOUSTON TX | 3,053 | $625.5M | $18.3M |
| 4 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP CASH OR DEFERRED PLAN | NEW YORK NY | 2,338 | $636.2M | $17.2M |
| 5 | MOTORISTS MUTUAL INSURANCE COMPANY ENCOVA INSURANCE 401(K) PLAN | COLUMBUS OH | 1,165 | $350.7M | $16.5M |
| 6 | THE CHRISTMAN COMPANY THE CHRISTMAN COMPANY PROFIT SHARING RETIREMENT PLAN | LANSING MI | 892 | $136.4M | $12.6M |
| 7 | THE GREENBRIER COMPANIES, INC. THE GREENBRIER COMPANIES 401(K) RETIREMENT SAVINGS PLAN | LAKE OSWEGO OR | 2,291 | $260.7M | $12.0M |
| 8 | FLEX-N-GATE LLC FLEX-N-GATE CORPORATION 401(K) PLAN | URBANA IL | 7,018 | $405.0M | $11.3M |
| 9 | INTERNATIONAL UNION,SECURITY POLICE FIRE PROFESSIONALS OF AMERICA SECURITY POLICE FIRE PROFESSIONALS OF AMERICA RETIREMENT PLAN | ROSEVILLE MI | 15,337 | $127.1M | $11.2M |
| 10 | ESCALENT, INC. ESCALENT, INC. 401(K) PLAN | LIVONIA MI | 633 | $80.6M | $10.4M |
