Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group Target Retirement 2040 in their Schedule of Assets, totaling $4.2M 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 | MAXWELL GROUP INC. SENIOR LIVING COMMUNITIES 401K PLAN | CHARLOTTE NC | 2,495 | $31.3M | $3.6M |
| 2 | UPPER SIOUX COMMUNITY UPPER SIOUX COMMUNITY/PRAIRIE'S EDGE CASINO RESORT 401(K) | GRANITE FALLS MN | 287 | $5.1M | $559K |
| 3 | SHOPRUNNER, INC. SHOPRUNNER, INC. RETIREMENT PLAN |
CHICAGO IL |
| 129 |
| $14.9M |
| $2K |
| 4 | FEDEX DATAWORKS, INC. SHOPRUNNER, INC. RETIREMENT PLAN | MEMPHIS TN | 114 | $15.8M | $2K |
