Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard VANGUARD TGT RTMT 2040 N/R in their Schedule of Assets, totaling $126.8M 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 | LEHIGH VALLEY HEALTH NETWORK, INC. LEHIGH VALLEY HEALTH NETWORK, INC. 403(B) SAVINGS PLAN | ALLENTOWN PA | 20,882 | $1.3B | $73.2M |
| 2 | LEHIGH VALLEY HEALTH NETWORK, INC. LEHIGH VALLEY HEALTH NETWORK, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ALLENTOWN PA | 20,296 | $629.7M | $44.8M |
| 3 | LEHIGH VALLEY HEALTH NETWORK, INC. |
ALLENTOWN PA |
| 2,854 |
| $198.7M |
| $7.8M |
| 4 | LEHIGH VALLEY HEALTH NETWORK, INC. SCHUYLKILL HEALTH SYSTEM DEFINED CONTRIBUTION PLAN | ALLENTOWN PA | 211 | $6.1M | $570K |
| 5 | LEHIGH VALLEY HEALTH NETWORK, INC. LEHIGH VALLEY HEALTH NETWORK, INC. ERISA 403(B) PLAN | ALLENTOWN PA | 2,053 | $6.7M | $365K |
| 6 | LEHIGH VALLEY HEALTH NETWORK, INC. NORTHEASTERN PENNSYLVANIA HEALTH CORPORATION 401(A) PLAN | ALLENTOWN PA | 428 | $9.3M | $89K |
