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 Inv Mutual fund n/a in their Schedule of Assets, totaling $46.1M 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 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $6.4M |
| 2 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $4.7M |
| 3 | MENHOLT AUTOMOTIVE GROUP MENHOLT AUTOMOTIVE GROUP 401(K) PLAN |
BILLINGS MT |
| 499 |
| $22.1M |
| $4.0M |
| 4 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $3.9M |
| 5 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $3.5M |
| 6 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $3.4M |
| 7 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $2.4M |
| 8 | ALDEVRON, LLC ALDEVRON RETIREMENT SAVINGS PLAN | FARGO ND | 0 | $0 | $2.3M |
| 9 | UNITED STATES SKI ASSOCIATION D/B/A U.S. SKI & SNOWBOARD U.S. SKI & SNOWBOARD 401(K) PLAN | PARK CITY UT | 171 | $12.3M | $2.2M |
| 10 | CALTROL, INC CALTROL, INC. 401K SAVINGS PLAN | LAS VEGAS NV | 307 | $27.3M | $2.0M |
