Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target Retirement 2040 Investor Shares Pooled Separate Accounts in their Schedule of Assets, totaling $20.2M 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 | SAN JUAN REGIONAL MEDICAL CENTER SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN | FARMINGTON NM | 1,957 | $142.2M | $19.9M |
| 2 | BROOKGREEN GARDENS BROOKGREEN GARDENS RETIREMENT PLAN 403B ANNUITY PLAN | PAWLEYS ISLAND SC | 152 | $5.9M | $266K |
