Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund Balanced fund # in their Schedule of Assets, totaling $14.9M 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 | SOUTHWEST ENERGY MANAGEMENT, LLC SOUTHWEST ENERGY PROFIT SHARING PLAN | TUCSON AZ | 302 | $94.5M | $10.5M |
| 2 | DAYTON PROGRESS CORPORATION DAYTON PROGRESS/PCS EMPLOYEE RETIREMENT PLAN | DAYTON OH | 529 | $100.9M | $3.8M |
| 3 | V. SUAREZ & CO. INC. V. SUAREZ & CO., INC. RETIREMENT PLAN |
SAN JUAN PR |
| 545 |
| $51.8M |
| $644K |
