Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target 2040 Fund in their Schedule of Assets, totaling $987.4M 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 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $20.3B | $906.9M |
| 2 | BMC SOFTWARE, INC. BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 1,840 | $1.4B | $42.9M |
| 3 | INFINITE HEALTH COLLABORATIVE, P.A. REVO AND I-HEALTH RETIREMENT PLAN |
BLOOMINGTON MN |
| 3,230 |
| $531.3M |
| $36.8M |
| 4 | METHODIST LE BONHEUR HEALTHCARE METHODIST LE BONHEUR HEALTHCARE 401(K) PLAN | MEMPHIS TN | 146 | $20.8M | $704K |
| 5 | BRANCHPATTERN BRANCHPATTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | LINCOLN NE | 111 | $9.5M | $51K |
