Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Target Retirement 2040 fund N/R in their Schedule of Assets, totaling $83.0M 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 | OGLETHORPE POWER CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) OGLETHORPE POWER CORPORATION RETIREMENT PLAN | TUCKER GA | 381 | $228.1M | $12.1M |
| 2 | CLIMATEC, LLC CLIMATEC EMPLOYEE SAVINGS PLAN | PHOENIX AZ | 1,229 | $118.4M | $11.2M |
| 3 | SOUTHERN MANAGEMENT COMPANIES LLC |
MCLEAN VA |
| 2,151 |
| $91.7M |
| $10.6M |
| 4 | GEORGIA TRANSMISSION CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) GEORGIA TRANSMISSION CORPORATION RETIREMENT PLAN | TUCKER GA | 341 | $246.2M | $9.2M |
| 5 | GEORGIA SYSTEM OPERATIONS CORPORATION GEORGIA SYSTEM OPERATIONS CORPORATION RETIREMENT PLAN | TUCKER GA | 281 | $180.0M | $7.3M |
| 6 | WIS-PAK, INC. WIS-PAK, INC. PROFIT SHARING AND SAVINGS PLAN | WATERTOWN WI | 970 | $129.2M | $5.6M |
| 7 | THE BOARD OF TRUSTEES OF THE NATIONAL PRODUCTION WORKERS SEVERAN NATIONAL PRODUCTION WORKERS UNION 401K RETIREMENT | DOWNERS GROVE IL | 720 | $25.0M | $4.3M |
| 8 | WP BEVERAGES, LLC WP BEVERAGES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | WINDSOR WI | 695 | $74.2M | $4.3M |
| 9 | ROSECRANCE HEALTH NETWORK ROSECRANCE 401(K) SAVINGS PLAN | ROCKFORD IL | 652 | $54.0M | $3.4M |
| 10 | GILLETTE PEPSI COMPANIES, INC. THE GILLETTE PEPSI COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN | LACROSSE WI | 300 | $44.4M | $2.8M |
