Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Target Ret 2040 Pooled separate account @ in their Schedule of Assets, totaling $53.2M 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 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $34.3M |
| 2 | KANEQUIP, INC. KANEQUIP, INC. PROFIT SHARING PLAN AND TRUST | SHAWNEE MISSION KS | 305 | $33.2M | $4.8M |
| 3 | PROJECT HOME PROJECT HOME 401(K) PLAN |
PHILADELPHIA PA |
| 299 |
| $13.1M |
| $1.5M |
| 4 | CALIFORNIA NORTHSTATE UNIVERSITY LLC CALIFORNIA NORTHSTATE UNIVERSITY LLC 401K PROFIT SHARING PLAN | ELK GROVE CA | 395 | $12.8M | $1.4M |
| 5 | AGRU AMERICA, INC. AGRU AMERICA, INC. 401(K) PLAN - 001 | GEORGETOWN SC | 289 | $14.3M | $1.2M |
| 6 | BUZICK CONSTRUCTION, INC. BUZICK CONSTRUCTION, INC. 401(K) PLAN | BARDSTOWN KY | 212 | $17.1M | $1.2M |
| 7 | SERVICE PROS INSTALLATION GROUP, INC. SERVICE PROS INSTALLATION GROUP 401(K) PLAN | CHARLOTTE NC | 281 | $6.0M | $1.1M |
| 8 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN | ESCANABA MI | 194 | $36.0M | $980K |
| 9 | CHARLOTTE ANIMAL REFERRAL & EMERGENCY CHARLOTTE ANIMAL REFERRAL & EMERGENCY 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 179 | $7.5M | $962K |
| 10 | ALLATA, LLC ALLATA, LLC 401(K) PLAN | DALLAS TX | 106 | $7.7M | $945K |
