Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Tgt Rtmt 2040 in their Schedule of Assets, totaling $2.9M 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 | KANSAS CITY HOSPICE, INC. KANSAS CITY HOSPICE, INC. RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 326 | $13.9M | $1.9M |
| 2 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $449K |
| 3 | BETHESDA HEALTH GROUP, INC. |
ST. LOUIS MO |
| 1,064 |
| $25.8M |
| $373K |
| 4 | ANMED HEALTH PLAN, INC. ANMED HEALTH PLAN, INC. RETIREMENT SAVINGS PLAN | ANDERSON SC | 89 | $7.1M | $212K |
