Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target Retirement 2040 a in their Schedule of Assets, totaling $524K 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 | WERNER CONSTRUCTION CO WERNER AFFILIATED COMPANIES EMPLOYEES SAVINGS TRUST | HASTINGS NE | 319 | $14.2M | $480K |
| 2 | HEART SOUTH CARDIOVASCULAR GROUP, P.C. HEART SOUTH CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN | ALABASTER AL | 93 | $18.2M | $44K |
