Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 231 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 -- in their Schedule of Assets, totaling $1.6B 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 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 24,777 | $3.3B | $313.2M |
| 2 | TEXAS CHILDREN'S THE TAX SHELTERED ANNUITY PLAN OF TEXAS CHILDREN'S HOSPITAL | HOUSTON TX | 15,602 | $2.1B | $208.3M |
| 3 | NATIONWIDE CHILDREN'S HOSPITAL, INC. |
COLUMBUS OH |
| 16,511 |
| $1.0B |
| $138.4M |
| 4 | BAPTIST HEALTHCARE SYSTEM, INC. BAPTIST HEALTH THRIFT PLAN | LOUISVILLE KY | 2 | $1.2B | $126.5M |
| 5 | ASANTE ASANTE 403B PLAN | MEDFORD OR | 5,815 | $758.5M | $59.9M |
| 6 | AUTOZONE, INC. AUTOZONE, INC. 401(K) PLAN | MEMPHIS TN | 99,222 | $1.1B | $55.5M |
| 7 | AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA CLUB FUTURESAVE PLAN | COSTA MESA CA | 14,373 | $1.6B | $48.3M |
| 8 | THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC. HENRY M. JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | BETHESDA MD | 2,718 | $616.3M | $44.1M |
| 9 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN FOR MNA EMPLOYEES | MINNEAPOLIS MN | 4,784 | $454.8M | $41.4M |
| 10 | SOUTH NASSAU COMMUNITIES HOSPITAL SOUTH NASSAU COMMUNITIES HOSPITAL EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN | OCEANSIDE NY | 4,084 | $358.6M | $36.6M |
