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 Fun in their Schedule of Assets, totaling $7.9M 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 | O'NEILL & BORGES LLC O'NEILL & BORGES EMPLOYEES PENSION PLAN EMPLOYEES' PENSION PLAN | SAN JUAN PR | 103 | $65.3M | $6.4M |
| 2 | B. FERNANDEZ & HNOS., INC. B. FERNANDEZ & HNOS., INC. RETIREMENT SAVINGS PLAN | SAN JUAN PR | 950 | $28.0M | $1.6M |
