Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2040 Inv N/A in their Schedule of Assets, totaling $20.0M 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 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLAN | GALLIPOLIS OH | 2,139 | $183.3M | $10.6M |
| 2 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 403B PLAN | GALLIPOLIS OH | 2,800 | $88.7M | $7.1M |
| 3 | SUSSEX IM, INC. SUSSEX IM 401(K) PLAN |
SUSSEX WI |
| 221 |
| $39.5M |
| $1.5M |
| 4 | AMERICAN CARE INC. AMERICAN CARE INC. EMPLOYEE RETIREMENT SAVINGS PLAN | HOMESTEAD FL | 556 | $6.8M | $642K |
| 5 | LAKE NORMAN SECURITY PATROL IN LAKE NORMAN SECURITY PATROL IN 401(K) PROFIT SHARING PLAN & TRUST | STATESVILLE NC | 215 | $3.7M | $264K |
