Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 226 U.S. retirement plans report holding Vanguard Target Retirement 2040 – Inv Mutual Fund in their Schedule of Assets, totaling $638.8M 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 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | BALTIMORE MD | 8,350 | $793.4M | $40.5M |
| 2 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $35.7M |
| 3 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 1,859 |
| $504.6M |
| $30.3M |
| 4 | MORONGO BAND OF MISSION INDIANS MORONGO BAND OF MISSION INDIANS 401(K) RETIREMENT PLAN | BANNING CA | 2,419 | $84.7M | $20.2M |
| 5 | MEDITERRANEAN SHIPPING COMPANY USA, INC. MSC (USA) HOLDINGS RETIREMENT PLAN | NEW YORK NY | 1,574 | $188.4M | $19.9M |
| 6 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $19.1M |
| 7 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $17.8M |
| 8 | PAYDEN & RYGEL CAPITAL ACCUMULATION P/S PLAN FOR EMPLOYEES OF PAYDEN & RYGEL | LOS ANGELES CA | 213 | $124.3M | $14.3M |
| 9 | FERRELL COMPANIES, INC FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN | LIBERTY MO | 4,414 | $252.1M | $14.2M |
| 10 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $14.1M |
