Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retrmnt 2040 Mutual fund - in their Schedule of Assets, totaling $64.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLIANCE FOR SUSTAINABLE ENERGY, LLC NREL 403(B) EMPLOYEE SAVINGS PLAN | GOLDEN CO | 3,584 | $625.1M | $31.9M |
| 2 | TACONIC BIOSCIENCES, INC. TACONIC BIOSCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | RENSSELAER NY | 502 | $85.6M | $15.4M |
| 3 | HIGHTOWER HOLDING, LLC HIGHTOWER 401(K) PLAN |
CHICAGO IL |
| 1,550 |
| $206.7M |
| $6.7M |
| 4 | COOPER UNIVERSITY HOSPITAL CAPE REGIONAL CAPE REGIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | CAPE MAY COURT HOUSE NJ | 1,093 | $108.6M | $5.6M |
| 5 | CAPE PHYSICIANS ASSOCIATES, PA CAPE PHYSICIANS ASSOCIATES 401(K) PLAN | CAPE MAY COURT HOUSE NJ | 225 | $19.1M | $2.9M |
| 6 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST | HOUSTON TX | 165 | $50.3M | $1.7M |
| 7 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON 403(B) PLAN | HOUSTON TX | 348 | $22.0M | $529K |
