Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Retirement 2040 in their Schedule of Assets, totaling $1.7M 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 | AMERICAN ASSOCIATION FOR CANCER RESEARCH, INC. AMERICAN ASSOCIATION FOR CANCER RESEARCH 403(B) PLAN | PHILADELPHIA PA | 249 | $55.1M | $1.2M |
| 2 | O'ROURKE WRECKING COMPANY O'ROURKE WRECKING COMPANY PROFIT SHARING PLAN | CINCINNATI OH | 130 | $14.7M | $509K |
