Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Vanguard Institutional Target Retirement 2040 - in their Schedule of Assets, totaling $180.5M 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 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $89.0M |
| 2 | POMONA COLLEGE POMONA COLLEGE ACADEMIC RETIREMENT PLAN | CLAREMONT CA | 1,456 | $380.0M | $14.7M |
| 3 | CLAREMONT MCKENNA COLLEGE |
CLAREMONT CA |
| 708 |
| $258.7M |
| $14.3M |
| 4 | HOERBIGER AMERICA HOLDING, INC. HOERBIGER US RETIREMENT PLAN | DEERFIELD BEACH FL | 1,112 | $192.8M | $10.2M |
| 5 | TCS EDUCATION SYSTEM THE COMMUNITY SOLUTION 403(B) PLAN | CHICAGO IL | 1,267 | $128.9M | $9.1M |
| 6 | HARVEY MUDD COLLEGE HARVEY MUDD COLLEGE ACADEMIC RETIREMENT PLAN | CLAREMONT CA | 478 | $204.7M | $6.8M |
| 7 | PITZER COLLEGE PITZER COLLEGE ACADEMIC RETIREMENT PLAN | CLAREMONT CA | 483 | $151.5M | $6.2M |
| 8 | CLAREMONT GRADUATE UNIVERSITY CLAREMONT GRADUATE UNIVERSITY ACADEMIC RETIREMENT PLAN | CLAREMONT CA | 511 | $179.2M | $5.7M |
| 9 | SCRIPPS COLLEGE SCRIPPS COLLEGE ACADEMIC RETIREMENT PLAN | CLAREMONT CA | 590 | $139.1M | $5.7M |
| 10 | KECK GRADUATE INSTITUTE KECK GRADUATE INSTITUTE OF APPLIED LIFE SCIENCES ACADEMIC RETIREMENT PLAN | CLAREMONT CA | 231 | $50.8M | $4.7M |
