Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund a in their Schedule of Assets, totaling $20.1M 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 | NORDIC CONSULTING PARTNERS, INC. NORDIC CONSULTING PARTNERS, INC. 401(K) PLAN | MADISON WI | 2,823 | $200.7M | $14.5M |
| 2 | L.E. JONES COMPANY L.E. JONES COMPANY 401(K) PLAN | MENOMINEE MI | 379 | $46.9M | $4.2M |
| 3 | HARRY LAWALL & SON 401(K) PLAN HARRY LAWALL & SON 401(K) PLAN |
LANGHORNE PA |
| 188 |
| $29.4M |
| $640K |
| 4 | NATIONAL KIDNEY FOUNDATION, INC. NATIONAL KIDNEY FOUNDATION RETIREMENT SAVINGS PLAN | NEW YORK NY | 177 | $34.5M | $600K |
| 5 | VULCAN, INC. VULCAN, INC. 401(K) PLAN | FOLEY AL | 272 | $763K | $122K |
| 6 | CHARLOTTE BEHAVIORAL HEALTH CARE, INC. CHARLOTTE BEHAVIORAL HEALTH CARE, INC. RETIREMENT PLAN | PUNTA GORDA FL | 269 | $12.2M | $18K |
