Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 490 U.S. retirement plans report holding Vanguard Target Retirement 2040 fund Mutual Fund in their Schedule of Assets, totaling $2.0B 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 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 7,313 | $4.6B | $167.7M |
| 2 | SEQUOIA ONE PEO, LLC SEQUOIA ONE 401(K) PLAN | TEMPE AZ | 32,912 | $1.4B | $93.6M |
| 3 | TUFTS MEDICINE, INC. |
BURLINGTON MA |
| 11,129 |
| $991.9M |
| $61.8M |
| 4 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $48.9M |
| 5 | ACADEMY SPORTS & OUTDOORS ACADEMY, LTD. 401(K) PROFIT SHARING PLAN | KATY TX | 23,635 | $364.8M | $40.9M |
| 6 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $40.1M |
| 7 | CREATIVE ARTISTS AGENCY, LLC CREATIVE ARTISTS AGENCY RETIREMENT PLAN | LOS ANGELES CA | 1,871 | $436.8M | $31.3M |
| 8 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $26.6M |
| 9 | SOUTHWEST KEY PROGRAMS, INC. SOUTHWEST KEY PROGRAMS, INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 8,899 | $277.1M | $25.5M |
| 10 | J.D. POWER J.D. POWER 401(K) PLAN | TROY MI | 886 | $240.1M | $25.0M |
