Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Vanguard Vang Target Ret 2040 in their Schedule of Assets, totaling $634.7M 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 | THE METHODIST HOSPITAL THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 33,922 | $3.0B | $255.0M |
| 2 | UCHICAGO ARGONNE, LLC ARGONNE NATIONAL LABORATORY ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN | LEMONT IL | 4,072 | $1.7B | $63.1M |
| 3 | SCRIPPS HEALTH |
SAN DIEGO CA |
| 17,402 |
| $728.7M |
| $58.7M |
| 4 | HUNTINGTON MEMORIAL HOSPITAL HUNTINGTON MEMORIAL HOSPITAL SAVINGS PLAN | PASADENA CA | 3,815 | $619.7M | $48.3M |
| 5 | THE ASSOCIATION OF UNIVERSITY PHYSICIANS THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN | SEATTLE WA | 3,026 | $499.3M | $33.6M |
| 6 | FORDHAM UNIVERSITY FORDHAM UNIVERSITY RETIREMENT PLAN | BRONX NY | 3,617 | $1.7B | $28.5M |
| 7 | CENTRA HEALTH, INC. CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN | LYNCHBURG VA | 7,475 | $747.1M | $26.4M |
| 8 | RUSSELL SIGLER, INC. SIGLER PROFIT SHARING AND 401(K) PLAN | TOLLESON AZ | 806 | $120.2M | $13.5M |
| 9 | HERZING UNIVERSITY, LTD HERZING UNIVERSITY, LTD. SAVINGS PLAN | MILWAUKEE WI | 1,634 | $61.9M | $8.7M |
| 10 | REVANCE THERAPEUTICS, INC. REVANCE THERAPEUTICS, INC. 401(K) P/S PLAN | NASHVILLE TN | 538 | $69.1M | $8.4M |
