Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 Investor Shares {+} in their Schedule of Assets, totaling $37.6M 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 | TRICORE REFERENCE LABORATORIES TRICORE REFERENCE LABORATORIES 401(K) PLAN | ALBUQUERQUE NM | 1,504 | $117.1M | $9.9M |
| 2 | ELWYN ELWYN DEFINED CONTRIBUTION 403(B) PLAN | ELWYN PA | 2,534 | $73.7M | $7.3M |
| 3 | CONWAY HOSPITAL, INC. D/B/A CONWAY MEDICAL CENTER CONWAY MEDICAL CENTER 401(K) PLAN |
CONWAY SC |
| 1,857 |
| $89.1M |
| $7.1M |
| 4 | ACCESS COMMUNITY HEALTH NETWORK ACCESS COMMUNITY HEALTH NETWORK RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,071 | $71.6M | $6.4M |
| 5 | HARNETT HEALTH SYSTEM, INC. HARNETT HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT 403(B) PLAN | DUNN NC | 0 | $33.8M | $2.5M |
| 6 | STANDARD SOLAR, INC. STANDARD SOLAR, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 141 | $12.5M | $1.3M |
| 7 | COMMUNITY OF HOPE, INC. COMMUNITY OF HOPE 403(B) | WASHINGTON DC | 477 | $11.2M | $968K |
| 8 | MASONIC CHARITY FOUNDATION OF NEW JERSEY MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN | BURLINGTON NJ | 383 | $17.3M | $917K |
| 9 | LITTLE FLOWER MANOR, INC. LITTLE FLOWER MANOR, INC 403(B) PLAN | DARBY PA | 145 | $4.2M | $654K |
| 10 | LOUISIANA FEDERAL CREDIT UNION LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN | LA PLACE LA | 123 | $11.0M | $209K |
