Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2040 Inv Fund - in their Schedule of Assets, totaling $140.6M 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 | NATIONAL PUBLIC RADIO, INC. NATIONAL PUBLIC RADIO, INC. RETIREMENT PLAN | WASHINGTON DC | 1,513 | $425.8M | $25.7M |
| 2 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $14.6M |
| 3 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN |
CHICAGO IL |
| 252 |
| $141.5M |
| $8.4M |
| 4 | TRUEBLUE, INC. TRUEBLUE, INC. 401(K) PLAN | TACOMA WA | 6,935 | $95.6M | $8.3M |
| 5 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $7.8M |
| 6 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $7.5M |
| 7 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | NEW YORK NY | 255 | $129.3M | $7.2M |
| 8 | ENGINEERING SOLUTIONS, INC. ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN | HANOVER MD | 125 | $58.5M | $7.2M |
| 9 | ENGINEERING SOLUTIONS, INC. ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN | HANOVER MD | 125 | $58.5M | $7.2M |
| 10 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $7.1M |
