Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retire 2040 # in their Schedule of Assets, totaling $527.7M 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 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 27,547 | $7.5B | $264.3M |
| 2 | CHILDREN'S HOSPITAL MEDICAL CENTER CHILDREN'S HOSPITAL MEDICAL CENTER EMPLOYEE SAVINGS PLAN | CINCINNATI OH | 20,266 | $2.0B | $169.0M |
| 3 | HOWARD UNIVERSITY |
WASHINGTON DC |
| 6,688 |
| $1.2B |
| $35.2M |
| 4 | SAINT JOSEPH'S UNIVERSITY SAINT JOSEPH'S UNIVERSITY RETIREMENT PLAN | PHILADELPHIA PA | 2,380 | $553.5M | $21.0M |
| 5 | SENDIK'S MANAGEMENT COMPANY, INC SENDIK'S FOOD MARKET RETIREMENT PLAN | MILWAUKEE WI | 1,112 | $34.0M | $5.7M |
| 6 | SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN NY | 325 | $96.6M | $5.6M |
| 7 | PORTER-GAUD SCHOOL PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLESTON SC | 320 | $53.8M | $4.3M |
| 8 | DAVIDSON COLLEGE DAVIDSON COLLEGE TAX-DEFERRED ANNUITY PLAN | DAVIDSON NC | — | $139.6M | $3.4M |
| 9 | THOMAS EYE GROUP, P.C. THOMAS EYE GROUP, P.C. 401(K) PLAN | ATLANTA GA | 383 | $43.1M | $3.2M |
| 10 | DCI GROUP AZ, LLC DCI FAMILY OF COMPANIES 401(K) PLAN | WASHINGTON DC | 103 | $34.3M | $3.1M |
