Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Vanguard Target Retirement 2040 Inv Registered investment company in their Schedule of Assets, totaling $118.7M 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 | LIFE FLIGHT NETWORK, LLC LIFE FLIGHT NETWORK, LLC 401(K) PLAN | AURORA OR | 887 | $99.1M | $11.7M |
| 2 | COOPER HATCHERY, INC. COOPER FARMS RETIREMENT PLAN | OAKWOOD OH | 1,692 | $130.0M | $11.3M |
| 3 | MARSHALL MEDICAL CENTER MARSHALL MEDICAL CENTER 403(B) RETIREMENT PLAN |
PLACERVILLE CA |
| 1,486 |
| $160.7M |
| $9.9M |
| 4 | YANMAR AMERICA CORPORATION YANMAR GROUP 401(K) SAVINGS PLAN | ADAIRSVILLE GA | 984 | $73.2M | $7.0M |
| 5 | OREGON ONCOLOGY SPECIALISTS, LLP OREGON SPECIALTY GROUP 401(K) PROFIT SHARING PLAN | SALEM OR | 227 | $38.2M | $6.8M |
| 6 | NORTHERN STAR (POGO) LLC NORTHERN STAR (POGO) LLC 401K PLAN | FAIRBANKS AK | 650 | $69.8M | $5.5M |
| 7 | DAYBREAK GAME COMPANY, LLC DAYBREAK GAME COMPANY 401(K) PLAN | SAN DIEGO CA | 295 | $44.7M | $5.5M |
| 8 | SANTIAM MEMORIAL HOSPITAL SANTIAM MEMORIAL HOSPITAL 401(K) RETIREMENT PLAN | STAYTON OR | 597 | $41.8M | $5.4M |
| 9 | BARLOW RESPIRATORY HOSPITAL BARLOW RESPIRATORY HOSPITAL 401(K) RETIREMENT PLAN | LOS ANGELES CA | 435 | $44.1M | $3.9M |
| 10 | ORTHOPEDIC & FRACTURE CLINIC, P.C. ORTHOPEDIC & FRACTURE CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 184 | $47.8M | $3.8M |
