Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target 2040 Common collective trust # in their Schedule of Assets, totaling $339.3M 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 | ENVISION HEALTHCARE CORPORATION ENVISION HEALTHCARE CORPORATION 401(K) PLAN | NASHVILLE TN | 22,814 | $2.5B | $208.5M |
| 2 | AMSTED INDUSTRIES INCORPORATED AMSTED INDUSTRIES CAP, RSP UNION AND JOINT VENTURES MST TRUST | CHICAGO IL | — | $816.4M | $50.7M |
| 3 | AMSTED INDUSTRIES, INC. |
CHICAGO IL |
| 5,243 |
| $761.6M |
| $46.6M |
| 4 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,773 | $395.8M | $21.0M |
| 5 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN | INDIANAPOLIS IN | 1,718 | $163.7M | $8.4M |
| 6 | AMSTED INDUSTRIES, INC. AMSTED RETIREMENT SAVINGS PLAN FOR BARGAINING EMPLOYEES | CHICAGO IL | 1,422 | $69.5M | $4.2M |
