Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retire 2040 Mutual funds in their Schedule of Assets, totaling $36.8M 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 | SRI INTERNATIONAL SRI INTERNATIONAL RETIREMENT SAVINGS PLAN | MENLO PARK CA | 1,056 | $787.2M | $28.9M |
| 2 | DAVIDSON COLLEGE DAVIDSON COLLEGE RETIREMENT PLAN | DAVIDSON NC | 422 | $205.2M | $6.5M |
| 3 | PHILLIPS BROOKS SCHOOL PHILLIPS BROOKS SCHOOL 403(B) DC PLAN |
MENLO PARK CA |
| 81 |
| $16.5M |
| $898K |
| 4 | RAYNER LLC RAYNER LLC 401(K) PLAN | MEMPHIS TN | 87 | $4.6M | $496K |
