Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard 2040 Target Retirement Mutual fund in their Schedule of Assets, totaling $9.3M 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 | RELI GROUP, INC. RELI GROUP 401(K) PROFIT SHARING PLAN AND TRUST | CATONSVILLE MD | 481 | $19.2M | $3.7M |
| 2 | HARTE-HANKS, INC. HARTE HANKS INVESTMENT PLUS | CHELMSFORD MA | 819 | $149.0M | $2.3M |
| 3 | COVATION INC. COVATION SAVINGS PLAN |
| 129 |
| $15.8M |
| $1.7M |
| 4 | SWAROVSKI U.S. HOLDINGS LTD. SWAROVSKI EMPLOYEE RETIREMENT SAVINGS PLAN | CRANSTON RI | 1,719 | $80.7M | $1.7M |
