Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Vanguard Target Ret 2040 Inv in their Schedule of Assets, totaling $51.1M 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 | LEHIGH UNIVERSITY LEHIGH UNIVERSITY RETIREMENT PLAN | BETHLEHEM PA | 2,958 | $901.6M | $34.4M |
| 2 | THE CLEVELAND MUSEUM OF ART THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN FKA THE CLEVELAND MUSEUM OF ART 401(K) PLAN | CLEVELAND OH | 462 | $31.8M | $7.3M |
| 3 | THE UNITED NATIONS INTERNATIONAL SCHOOL |
NEW YORK NY |
| 277 |
| $125.9M |
| $2.6M |
| 4 | LAFAYETTE COLLEGE LAFAYETTE COLLEGE RETIREMENT PLAN | EASTON PA | 1,206 | $479.4M | $1.7M |
| 5 | COMMUNITY CONNECTIONS, INC. COMMUNITY CONNECTIONS 403(B) PLAN | WASHINGTON DC | 229 | $16.7M | $1.4M |
| 6 | THE UNITED NATIONS INTERNATIONAL SCHOOL UNITED NATIONS INTERNATIONAL SCHOOL TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 200 | $73.7M | $1.4M |
| 7 | ALLIANCE MEDICAL CENTER INC. ALLIANCE MEDICAL CENTER 403(B) PLAN I | HEALDSBURG CA | 173 | $6.8M | $613K |
| 8 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | WALNUT CREEK CA | 105 | $23.3M | $576K |
| 9 | SWNB BANCORP INC SWNB BANCORP INC 401(K) PLAN | HOUSTON TX | 142 | $15.2M | $559K |
| 10 | THE BALDWIN SCHOOL THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN | BRYN MAWR PA | 215 | $42.0M | $546K |
