Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Ret 2040 Inv in their Schedule of Assets, totaling $5.6M 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 | LYCEE FRANCAIS DE NEW YORK LYCEE FRANCAIS DE NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 227 | $79.4M | $2.7M |
| 2 | CARTHAGE COLLEGE CARTHAGE COLLEGE DEFINED CONTRIBUTION PLAN | KENOSHA WI | 510 | $131.4M | $1.6M |
| 3 | NETWORK CABLING INFRASTRUCTURES, LLC |
DULUTH GA |
| 146 |
| $7.5M |
| $918K |
| 4 | NORTH SHORE HEBREW ACADEMY NORTH SHORE HEBREW ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GREAT NECK NY | 239 | $34.4M | $344K |
| 5 | OXFORD FOODS, INC. ZAXBY'S 401(K) PLAN | ATHENS GA | 388 | $1.4M | $53K |
