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 Fund(VFORX) in their Schedule of Assets, totaling $3.7M 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 | DAYMARK RECOVERY SERVICES, INC. DAYMARK 401(K) PLAN | SALISBURY NC | 943 | $21.4M | $2.3M |
| 2 | A SQUARE GROUP A SQUARE GROUP 401(K) PLAN | FREDERICK MD | 100 | $6.2M | $1.4M |
