Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Instl. Target Retirement 2040 Fund Mutual fund in their Schedule of Assets, totaling $7.5M 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 | AVM, L.P. AVM, L.P. PROFIT SHARING PLAN | BOCA RATON FL | 77 | $74.5M | $3.5M |
| 2 | SCALED COMPOSITES, LLC SCALED COMPOSITES, LLC INCENTIVE SAVINGS PLAN | MOJAVE CA | 283 | $48.9M | $2.2M |
| 3 | CARRIS FINANCIAL CORP. CFC RETIREMENT PLAN |
| 463 |
| $25.7M |
| $1.1M |
| 4 | WEBER, INC. WEBER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 195 | $28.3M | $669K |
| 5 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE RETIREMENT PLAN | ROCK ISLAND IL | 558 | $114.7M | $69K |
