Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Target Retirement 2040, Investor Shares in their Schedule of Assets, totaling $176.2M 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 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. THRIFT PLAN | HAZARD KY | 6,098 | $190.7M | $37.2M |
| 2 | GEORGETOWN HOSPITAL SYSTEMS DBA TIDELANDS HEALTH TIDELANDS HEALTH 403(B) RETIREMENT SAVINGS PLAN | GEORGETOWN SC | 2,439 | $203.1M | $34.4M |
| 3 | LIFESTANCE HEALTH, INC. |
SCOTTSDALE AZ |
| 10,486 |
| $295.4M |
| $28.1M |
| 4 | BEEBE MEDICAL CENTER BEEBE MEDICAL CENTER RETIREMENT PLUS PLAN | LEWES DE | 2,909 | $267.9M | $18.0M |
| 5 | MERCY CARE MANAGEMENT, INC. MERCYCARE 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 453 | $78.4M | $9.0M |
| 6 | NATIONAL CHURCH RESIDENCES,INC. NATIONAL CHURCH RESIDENCES 3-4-5 401(A) RETIREMENT PLAN | COLUMBUS OH | 2,496 | $59.9M | $8.3M |
| 7 | BATTERIES PLUS, LLC BATTERIES PLUS, LLC 401(K) PLAN | HARTLAND WI | 1,015 | $41.1M | $7.7M |
| 8 | NATIONAL CHURCH RESIDENCES NATIONAL CHURCH RESIDENCES 403(B) SAVINGS PLAN | COLUMBUS OH | 2,364 | $54.9M | $6.8M |
| 9 | BOARD OF TRUSTEES IUOE LOCAL 324 RETIREMENT TRUST FUND INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND | TROY MI | 1,833 | $70.3M | $5.6M |
| 10 | THE CHILDREN'S VILLAGE, INC. THE CHILDREN'S VILLAGE, INC. 401(K) PLAN | DOBBS FERRY NY | 1,451 | $47.0M | $5.4M |
