Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Vanguard Vanguard Target Retrmnt 2040 - in their Schedule of Assets, totaling $336.8M 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 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $66.0M |
| 2 | STAMFORD HEALTH, INC. STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN | STAMFORD CT | 3,969 | $504.5M | $57.7M |
| 3 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN |
ALPHARETTA GA |
| 2,825 |
| $662.7M |
| $43.2M |
| 4 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $32.8M |
| 5 | REDFIN CORPORATION REDFIN 401(K) PROFIT SHARING PLAN | SEATTLE WA | 3,506 | $223.2M | $22.0M |
| 6 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $14.9M |
| 7 | BANK OF HOPE BANK OF HOPE 401(K) RETIREMENT PLAN | LOS ANGELES CA | 1,213 | $252.5M | $7.7M |
| 8 | OLD WORLD INDUSTRIES, LLC OLD WORLD 401(K) PLAN | NORTHBROOK IL | 397 | $71.8M | $7.3M |
| 9 | FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET MN | 1,675 | $110.7M | $6.7M |
| 10 | WINROCK INTERNATIONAL INSTITUTE FOR AGRICULTURAL DEVELOPMENT WINROCK INTERNATIONAL INSTITUTE FOR AGRICULTURAL DEVELOPMENT DEFINED CONTRIBUTION PLAN | LITTLE ROCK AR | 241 | $91.3M | $6.7M |
