Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retire 2040 Mutual fund n/a in their Schedule of Assets, totaling $8.1M 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 | MILK SPECIALTIES COMPANY MILK SPECIALTIES COMPANY RETIREMENT PLAN | EDEN PRAIRIE MN | 1,202 | $66.6M | $3.1M |
| 2 | JEWISH VOCATIONAL AND CAREER COUNSELING SERVICES JEWISH VOCATIONAL SERVICES 403(B) PLAN | SAN FRANCISCO CA | 72 | $7.6M | $2.6M |
| 3 | SANTA ROSA COMMUNITY HEALTH CENTERS |
SANTA ROSA CA |
| 321 |
| $34.2M |
| $1.9M |
| 4 | MILE HIGH MONTESSORI EARLY LEARNING CENTERS MILE HIGH EARLY LEARNING 401(K) PLAN | DENVER CO | 167 | $4.5M | $325K |
| 5 | ST. ANNE'S EPISCOPAL SCHOOL, INC. ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 88 | $20.9M | $121K |
