Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retirement 2040 Inv N/R in their Schedule of Assets, totaling $9.9M 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 | ADELPHOI USA, INC. ADELPHOI USA, INC. TAX DEFERRED ANNUITY PLAN | LATROBE PA | 737 | $30.0M | $4.1M |
| 2 | UNITED COMPOST AND ORGANICS UNITED COMPOST AND ORGANICS 401(K) PROFIT SHARING PLAN | SCOTTSDALE AZ | 107 | $8.0M | $1.8M |
| 3 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RTRMT COMMUNITIES, INC. |
ROCKVILLE MD |
| 812 |
| $19.6M |
| $1.6M |
| 4 | REED CITY GROUP, LLC REED CITY GROUP, LLC 401(K) PLAN | REED CITY MI | 180 | $7.3M | $1.1M |
| 5 | REED CITY GROUP, LLC REED CITY GROUP, LLC 401(K) PLAN | REED CITY MI | 215 | $4.8M | $716K |
| 6 | UNLIMITED SERVICES OF WISCONSIN, LLC UNLIMITED SERVICES, INC. RETIREMENT SAVINGS PLAN | OCONTO WI | 154 | $5.6M | $412K |
| 7 | MHY FAMILY SERVICES MHY FAMILY SERVICES 403B PLAN | MARS PA | 123 | $2.6M | $131K |
