Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $156.6M 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 | RED BULL NORTH AMERICA, INC. RED BULL NORTH AMERICA, INC. RETIREMENT INCOME PLAN | SANTA MONICA CA | 6,312 | $419.6M | $29.1M |
| 2 | FOUNDATION BUILDING MATERIALS, LLC FOUNDATION BUILDING MATERIALS 401(K) PROFIT SHARING PLAN AND TRUST | SANTA ANA CA | 4,938 | $241.9M | $23.7M |
| 3 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION |
MISSION HILLS CA |
| 239 |
| $253.8M |
| $23.0M |
| 4 | INTERNET CORPORATION FOR ASSIGNED NAMES & NUMBERS ICANN RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 326 | $143.2M | $15.2M |
| 5 | MUNGER, TOLLES & OLSON LLP MTO 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 462 | $282.2M | $14.8M |
| 6 | THE BOBRICK CORPORATION THE BOBRICK CORPORATION PROFIT SHARING RETIREMENT PLAN | NORTH HOLLYWOOD CA | 688 | $78.7M | $7.6M |
| 7 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $4.9M |
| 8 | INTERNATIONAL LEASE FINANCE CORPORATION ILFC RETIREMENT SAVINGS 401(K) PLAN | MIAMI FL | 136 | $67.8M | $4.6M |
| 9 | OPENX TECHNOLOGIES, INC. OPENX TECHNOLOGIES, INC. 401(K) PLAN | PASADENA CA | 200 | $48.6M | $4.5M |
| 10 | GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP PROFIT SHARING 401(K) PLAN FOR PARTNERS AND STAFF | LOS ANGELES CA | 159 | $131.1M | $4.1M |
