Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Equitable Vanguard Target Retirement 2040 Inv in their Schedule of Assets, totaling $887K 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 | WDI HOSPITALITY LLC WDI HOSPITALITY, LLC 401(K) PLAN | DURHAM NC | 271 | $7.5M | $652K |
| 2 | HBM ACQUISITIONS, LLC DBA HAWAIIAN BUILDING MAINTENANCE HAWAIIAN BUILDING MAINTENANCE 401(K) PLAN | HONOLULU HI | 550 | $5.1M | $235K |
