Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Instl Target Retirement 2040 in their Schedule of Assets, totaling $25.7M 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 | MIGHTYHIVE INC. S4 CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 1,788 | $159.8M | $11.4M |
| 2 | SCIENCE SYSTEMS AND APPLICATIONS, INC. SCIENCE SYSTEMS AND APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 692 | $228.2M | $5.9M |
| 3 | SERV BEHAVIORAL HEALTH SYSTEM, INC. |
HAMILTON NJ |
| 636 |
| $25.3M |
| $3.1M |
| 4 | WYMAN SICHER EYE ASSOCIATES, SC ILLINOIS EYE CENTER 401(K) PROFIT SHARING PLAN | PEORIA IL | 214 | $24.5M | $1.5M |
| 5 | NAUGATUCK VALLEY RADIOLOGICAL ASSOCIATES, P.C. NAUGATUCK VALLEY RADIOLOGICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SOUTHBURY CT | 90 | $36.1M | $1.5M |
| 6 | SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 200 | $37.6M | $1.1M |
| 7 | WNB HOLDING COMPANY WNB 401(K) PLAN | WINONA MN | 114 | $28.0M | $922K |
| 8 | TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN | SALT LAKE CITY UT | 287 | $50.8M | $247K |
| 9 | LAKE AREA DISCOVERY CENTER LAKE AREA DISCOVERY CENTER 401(K) PLAN | WHITE BEAR LAKE MN | 237 | $1.2M | $69K |
| 10 | WORLD CLASS INDUSTRIES INC. WORLD CLASS INDUSTRIES INC EMPLOYEE'S PS 401(K) PLAN | HIAWATHA IA | 241 | $28.8M | $50K |
