Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VANGUARD TARGET RETIRE 2040 MT Registered Investment Company # in their Schedule of Assets, totaling $128.2M 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 | TRUSTEES OF COLUMBIA UNIVERSITY COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN | NEW YORK NY | 25,099 | $4.7B | $77.6M |
| 2 | TRUSTEES OF COLUMBIA UNIVERSITY RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY | NEW YORK NY | 15,229 | $5.6B | $48.5M |
| 3 | TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT |
NEW YORK NY |
| 1,199 |
| $177.3M |
| $1.4M |
| 4 | TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS | NEW YORK NY | 1,106 | $116.5M | $700K |
