Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Retirement 2040 Mutual Fund in their Schedule of Assets, totaling $5.0M 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 | YOUR PART-TIME CONTROLLER, LLC YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 736 | $53.5M | $2.3M |
| 2 | COGENT, INC. COGENT, INC. PROFIT SHARING 401(K) PLAN | RIVERSIDE MO | 279 | $34.4M | $2.2M |
| 3 | BROKEN ARROW ELECTRIC SUPPLY CO., INC. |
BROKEN ARROW OK |
| 154 |
| $16.5M |
| $482K |
