Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target 2040 #696 Mutual Fund in their Schedule of Assets, totaling $742K 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 | EYE SURGICAL ASSOCIATES, LLC EYE SURGICAL ASSOCIATES 401(K) PLAN | LINCOLN NE | 124 | $16.2M | $679K |
| 2 | BANKFIRST BANKFIRST 401K PROFIT SHARING PLAN | NORFOLK NE | 103 | $17.3M | $63K |
