Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Matrix Trust Co Vanguard Target Retirement 2040 - in their Schedule of Assets, totaling $4.4M 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 | PANDO LLC PANDO 401(K) PLAN | OMAHA NE | 1,835 | $38.3M | $4.2M |
| 2 | ALL MEDICAL PERSONNEL, INC ALL MEDICAL PERSONNEL, INC 401K PLAN | HOLLYWOOD FL | 183 | $2.8M | $251K |
