Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 148 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Registered investment company • in their Schedule of Assets, totaling $1.2B 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 NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $199.7M |
| 2 | UNIVERSITY OF NOTRE DAME DU LAC UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN | NOTRE DAME IN | 10,081 | $2.6B | $178.2M |
| 3 | PRINCETON UNIVERSITY |
PRINCETON NJ |
| 8,608 |
| $2.4B |
| $76.0M |
| 4 | CONCENTRIX CVG CORPORATION CONCENTRIX RETIREMENT AND SAVINGS PLAN | CINCINNATI OH | 35,537 | $879.7M | $61.2M |
| 5 | RENESAS ELECTRONICS AMERICA INC. RENESAS ELECTRONICS AMERICA INC. 401(K) PLAN | SAN JOSE CA | 2,318 | $1.4B | $57.4M |
| 6 | TOKIO MARINE NORTH AMERICA INC. TMNA, INC. 401(K) PLAN | JERSEY CITY NJ | 3,098 | $819.7M | $53.9M |
| 7 | SOUND INPATIENT PHYSICIANS, INC. SOUND PHYSICIANS 401(K) PLAN | TACOMA WA | 4,098 | $557.0M | $39.7M |
| 8 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $33.8M |
| 9 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY SUPPLEMENTAL TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 12,000 | $1.3B | $30.1M |
| 10 | GRIFFON CORPORATION GRIFFON CORPORATION RETIREMENT PLAN | NEW YORK NY | 3,770 | $650.2M | $27.0M |
