Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Group Target Retirement 2040 Inv Fund - in their Schedule of Assets, totaling $21.3M 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 | ALLTECH, INC. ALLTECH SAVINGS & RETIREMENT PLAN | NICHOLASVILLE KY | 1,376 | $208.3M | $13.9M |
| 2 | GUIDING EYES FOR THE BLIND GUIDING EYES FOR THE BLIND 403(B) PLAN | YORKTOWN HEIGHTS NY | 153 | $19.3M | $3.3M |
| 3 | ALLERGY PARTNERS, PLLC ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN |
SKYLAND NC |
| 937 |
| $119.8M |
| $2.6M |
| 4 | MEARS DESTINATION SERVICES, INC MEARS DESTINATION SERVICES, INC. 401(K) SAVINGS PLAN | ORLANDO FL | 566 | $24.5M | $1.2M |
| 5 | BLUE RAVEN SOLUTIONS, LLC BLUE RAVEN SOLUTIONS LLC 401(K) PLAN | MORRISTOWN NJ | 160 | $15.5M | $254K |
