Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retirement 2040 Common/Collective Trust in their Schedule of Assets, totaling $1.3B 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 | UNITED AIRLINES, INC. UNITED AIRLINES 401(K) MASTER TRUST | CHICAGO IL | — | $14.9B | $814.5M |
| 2 | BASF CORPORATION BASF CORPORATION SAVINGS PLAN MASTER TRUST | FLORHAM PARK NJ | — | $6.7B | $329.5M |
| 3 | TRANSCANADA USA SERVICES INC. TRANSCANADA 401(K) AND SAVINGS PLAN |
| — |
| 3,146 |
| $1.1B |
| $76.8M |
| 4 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $56.8M |
| 5 | THE OPTIONS CLEARING CORPORATION THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,173 | $320.4M | $21.6M |
| 6 | PAGE SOUTHERLAND PAGE, INC PAGE SOUTHERLAND PAGE 401(K) PLAN | DALLAS TX | 1,322 | $241.7M | $17.4M |
| 7 | ST. BERNARD HOSPITAL FOUNDATION, INC. ST. BERNARD PARISH HOSPITAL RETIREMENT SAVINGS PLAN | CHALMETTE LA | 120 | $4.0M | $16K |
