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 Institutional in their Schedule of Assets, totaling $93.9M 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 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $92.4M |
| 2 | THE HIEBING GROUP INC THE HIEBING GROUP, INC. RETIREMENT SAVINGS AND PROFIT SHARING TRUST | MADISON WI | 137 | $35.1M | $1.5M |
