Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 210 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040-INV in their Schedule of Assets, totaling $738.8M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $189.1M |
| 2 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $47.2M |
| 3 | ENGIE HOLDINGS INC. ENGIE 401(K) PLAN |
HOUSTON TX |
| 3,304 |
| $560.3M |
| $36.5M |
| 4 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $31.9M |
| 5 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $15.9M |
| 6 | THE ART INSTITUTE OF CHICAGO THE ART INSTITUTE OF CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 1,365 | $211.0M | $15.6M |
| 7 | KINECTA FEDERAL CREDIT UNION KINECTA FEDERAL CREDIT UNION 401(K) AND PROFIT SHARING PLAN | MANHATTAN BEACH CA | 690 | $136.1M | $15.0M |
| 8 | UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UPPER CHESAPEAKE HEALTH 403(B) SAVINGS PLAN | BEL AIR MD | 2,770 | $296.2M | $13.6M |
| 9 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $13.4M |
| 10 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,301 | $123.2M | $12.0M |
