Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Target Return 2040 in their Schedule of Assets, totaling $93.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS OH | 8,319 | $766.9M | $69.8M |
| 2 | CORVEL HEALTHCARE CORPORATION CORVEL INCENTIVE SAVINGS PLAN | PORTLAND OR | 5,290 | $276.0M | $18.7M |
| 3 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI |
| 597 |
| $89.0M |
| $3.0M |
| 4 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $1.6M |
