Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Retire 2040 Registered Investment Company in their Schedule of Assets, totaling $46.5M 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 | ADVOCARE, LLC ADVOCARE, LLC 401(K) PROFIT SHARING PLAN | MARLTON NJ | 2,721 | $418.8M | $26.1M |
| 2 | SKIDMORE COLLEGE SKIDMORE 403(B) RETIREMENT PLAN | SARATOGA SPRINGS NY | 1,752 | $368.4M | $12.4M |
| 3 | ANNIE WRIGHT SCHOOLS ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN |
TACOMA WA |
| 323 |
| $30.7M |
| $2.1M |
| 4 | UNIVERSITY OF WESTERN STATES UNIVERSITY OF WESTERN STATES 403(B) PLAN | PORTLAND OR | 93 | $39.0M | $1.9M |
| 5 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $914K |
| 6 | THE SKOLL FOUNDATION THE SKOLL FOUNDATION RETIREMENT PLAN | PALO ALTO CA | 63 | $30.2M | $908K |
| 7 | NOAH MEDICAL CORPORATION NOAH MEDICAL 401(K) PLAN | SAN JOSE CA | 351 | $11.0M | $867K |
| 8 | THE MOUNT DESERT ISLAND BIOLOGICAL LABORATORY MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 403(B) DEFINED CONTRIBUTION PLAN | SALISBURY COVE ME | 86 | $15.9M | $788K |
| 9 | HOGAN MFG., INC. HOGAN MFG., INC. RETIREMENT PLAN | ESCALON CA | 202 | $21.7M | $474K |
