Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Ret 2040 # in their Schedule of Assets, totaling $143.5M 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 | OU MEDICINE, INC. OU HEALTH 401(K) PLAN | OKLAHOMA CITY OK | 9,546 | $591.5M | $47.3M |
| 2 | WILLIAMS COLLEGE WILLIAMS COLLEGE RETIREMENT INCOME PLAN | WILLIAMSTOWN MA | 1,525 | $701.3M | $22.6M |
| 3 | MECHANICS BANK MECHANICS BANK PROFIT SHARING/401(K) PLAN |
WALNUT CREEK CA |
| 1,484 |
| $214.6M |
| $17.1M |
| 4 | EXECUTIVE BOARD OF THE IOWA BUILDERS RETIREMENT PLAN IOWA BUILDERS RETIREMENT PLAN | CEDAR RAPIDS IA | 400 | $65.9M | $13.2M |
| 5 | THE KENDALL GROUP, INC. THE KENDALL GROUP, INC. PROFIT SHARING PLAN | PORTAGE MI | 1,749 | $230.1M | $9.5M |
| 6 | TRICENTIS USA CORP. TRICENTIS USA EMPLOYEE SAVINGS PLAN | ATLANTA GA | 542 | $39.5M | $4.6M |
| 7 | GENESIS CORP. GENESIS CORP. 401(K) EMPLOYEES SAVINGS PLAN | NEW YORK NY | 1,426 | $43.3M | $4.5M |
| 8 | REVENUE MANAGEMENT SOLUTIONS, LLC REVENUE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN | TAMPA FL | 121 | $24.9M | $3.7M |
| 9 | BUCHANAN GENERAL HOSPITAL BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN | GRUNDY VA | 221 | $15.1M | $2.3M |
| 10 | HUGO BOSS USA HUGO BOSS U.S.A, 401(K) SAVINGS PLAN | NEW YORK NY | 1,935 | $51.2M | $2.2M |
