Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fd I Mutual Fund in their Schedule of Assets, totaling $16.7M 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 | PEDIATRIC EMERGENCY MEDICINE ASSOCIATES, LLC. PEMA 401(K) PLAN | JOHNS CREEK GA | 93 | $74.6M | $2.8M |
| 2 | GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL CA | 519 | $16.8M | $2.6M |
| 3 | ONPOINT MEDICAL GROUP, LLC |
HIGHLANDS RANCH CO |
| 330 |
| $12.7M |
| $2.1M |
| 4 | EVOFEM, INC. EVOFEM, INC. 401(K) PLAN | SAN DIEGO CA | 32 | $7.5M | $1.5M |
| 5 | COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, L.L.C. 401(K) PROFIT SHARING PLAN | ALLENDALE SC | 148 | $18.4M | $1.3M |
| 6 | J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO J. R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN | ROCKLIN CA | 560 | $13.3M | $1.3M |
| 7 | HUTSONWOOD, INC. HUTSONWOOD, INC. 401(K) PLAN | NASHVILLE TN | 864 | $7.0M | $1.2M |
| 8 | BOBER, MARKEY, FEDOROVICH & COMPANY BOBER, MARKEY, FEDOROVICH & COMPANY THRIFT/INCENTIVE PLAN | AKRON OH | 116 | $26.6M | $1.1M |
| 9 | THE NORTHUMBERLAND NATIONAL BANK THE NORTHUMBERLAND NATIONAL BANK 401(K) PLAN | NORTHUMBERLAND PA | 102 | $8.8M | $1.1M |
| 10 | THE PROFESSIONAL BASKETBALL CLUB, LLC THE PROFESSIONAL BASKETBALL CLUB, LLC 401(K) PLAN | OKLAHOMA CITY OK | 196 | $34.0M | $475K |
