Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target Date 2040 Fund in their Schedule of Assets, totaling $2.8M 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 | HAVIS, INC. HAVIS, INC. 401(K) PLAN | WARMINSTER PA | 425 | $38.1M | $1.5M |
| 2 | STILES MACHINERY, INC. STILES MACHINERY, INC. 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 568 | $83.2M | $1.3M |
