Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Retirement 2040 Trust in their Schedule of Assets, totaling $668.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONOCOPHILLIPS COMPANY CONOCOPHILLIPS SAVINGS PLAN | HOUSTON TX | 6,894 | $6.7B | $197.0M |
| 2 | ARAMCO SHARED BENEFITS COMPANY ARAMCO U.S. SAVINGS PLAN | HOUSTON TX | 1,765 | $2.9B | $106.0M |
| 3 | ATRIUS MSO, LLC ATRIUS 401K RETIREMENT SAVINGS PLAN |
MINNETONKA MN |
| 5,536 |
| $1.6B |
| $100.9M |
| 4 | NIELSEN CONSUMER LLC NIELSENIQ 401(K) SAVINGS PLAN | CHICAGO IL | 2,727 | $738.4M | $89.2M |
| 5 | THE BOARD OF TRUSTEES OF THE CENTRAL MIDWEST REGIONAL COUNCIL CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS DEFINED CONTRIBUTION PENSION PLAN | TROY MI | 35,197 | $1.4B | $73.3M |
| 6 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $31.3M |
| 7 | OAK CREST VILLAGE, INC. ERICKSON COMMUNITY 401(K) PLAN | CANTONSVILLE MD | 12,374 | $294.7M | $28.9M |
| 8 | DAYTON CHILDREN'S HOSPITAL DAYTON CHILDREN'S HOSPITAL 401(K) PLAN | DAYTON OH | 4,346 | $352.3M | $26.8M |
| 9 | SCRI HOLDINGS, LLC SCRI HOLDINGS, LLC 401(K) PLAN | NASHVILLE TN | 1,046 | $44.5M | $6.0M |
| 10 | UNITEDHEALTH GROUP VENTURES, LLC UNITEDHEALTH GROUP VENTURES 401(K) RETIREMENT PLAN | MINNETONKA MN | 1,669 | $49.5M | $5.5M |
