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 FD I Mutual funds in their Schedule of Assets, totaling $2.1M 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 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN | AKRON OH | 295 | $34.4M | $1.4M |
| 2 | MEDICAL MANAGEMENT RESOURCES, INC. MEDICAL MANAGEMENT RESOURCES INC 401K PROFIT SHARING PLAN | EAST SYRACUSE NY | 159 | $11.3M | $688K |
