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 Inv Mutual Funds n/a in their Schedule of Assets, totaling $1.4M 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 | PEAK SPORT & SPINE PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN | COLUMBIA MO | 442 | $27.1M | $1.1M |
| 2 | KITESTRING TECHNICAL SERVICES KITESTRING TECHNICAL SERVICES 401(K) PLAN | BENTONVILLE AR | 86 | $11.1M | $264K |
| 3 | THE WOODLANDS RELIGIOUS COMMUNITY INC. DBA INTERFAITH |
THE WOODLANDS TX |
| 296 |
| $9.0M |
| $17K |
