Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 221 U.S. retirement plans report holding Vanguard Target Retirement 2040 fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $331.0M |
| 2 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $163.6M |
| 3 | HOWARD HUGHES MEDICAL INSTITUTE |
CHEVY CHASE MD |
| 2,784 |
| $2.0B |
| $65.8M |
| 4 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK 403(B) PLAN | ALLENTOWN PA | 20,984 | $810.2M | $61.7M |
| 5 | PREMIUM BRANDS SERVICES LLC PREMIUM BRANDS SERVICES LLC 401(K) SAVINGS PLAN | MAHWAH NJ | 11,631 | $382.6M | $60.4M |
| 6 | GALDERMA SERVICES, INC. GALDERMA SERVICES, INC. EMPLOYEES' 401(K) AND EMPLOYER CONTRIBUTION PLAN | DALLAS TX | 1,153 | $423.8M | $51.3M |
| 7 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $47.2M |
| 8 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $45.2M |
| 9 | TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN | WESTCHESTER IL | 9,692 | $285.3M | $22.4M |
| 10 | CIC GROUP, INC. CIC GROUP, INC. OFFICE 401(K) SAVINGS PLAN AND TRUST | FENTON MO | 683 | $171.0M | $20.4M |
