Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 349 U.S. retirement plans report holding Vanguard** Vanguard Target Retirement 2040 Fund in their Schedule of Assets, totaling $1.5B 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 | CONSUMERS ENERGY COMPANY CONSUMERS ENERGY COMPANY EMPLOYEES' SAVINGS PLAN | JACKSON MI | 8,218 | $2.9B | $220.6M |
| 2 | USG CORPORATION USG CORPORATION INVESTMENT PLAN | CHICAGO IL | 6,416 | $1.0B | $99.4M |
| 3 | ROCHESTER REGIONAL HEALTH ROCHESTER REGIONAL HEALTH 403(B) DEFINED CONTRIBUTION PLAN |
ROCHESTER NY |
| 15,944 |
| $987.0M |
| $90.0M |
| 4 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN | DUARTE CA | 9,764 | $864.9M | $50.8M |
| 5 | EAGLE MATERIALS, INC. EAGLE MATERIALS, INC. RETIREMENT PLAN | DALLAS TX | 2,540 | $283.6M | $41.6M |
| 6 | LOANDEPOT.COM, LLC LOANDEPOT.COM, LLC 401(K) PLAN | IRVINE CA | 4,828 | $397.5M | $38.2M |
| 7 | C&S WHOLESALE GROCERS, INC. C&S AND AFFILIATES 401(K) SAVINGS PLAN (A) | KEENE NH | 10,534 | $670.5M | $33.5M |
| 8 | AVEVA INC. AVEVA INC. 401(K) PLAN | HOUSTON TX | 1,691 | $485.9M | $29.6M |
| 9 | UNIVERSITY OF RICHMOND UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN | RICHMOND VA | 1,880 | $685.5M | $22.9M |
| 10 | RUTLAND REGIONAL MEDICAL CENTER RUTLAND REGIONAL HEALTH SERVICES RETIREMENT SAVINGS PLAN | RUTLAND VT | 1,706 | $289.0M | $21.0M |
