Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2040 Investment in their Schedule of Assets, totaling $5.4M 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 | J. F. SOBIESKI MECHANICAL CONTRACTORS, INC. J. F. SOBIESKI MECHANICAL CONTRACTORS, INC. 401(K) & DAVIS BACON PLAN | NEWARK DE | 362 | $15.4M | $2.6M |
| 2 | THE BENJAMIN SCHOOL THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN | NORTH PALM BEACH FL | 373 | $47.2M | $1.3M |
| 3 | LOCKHEED MARTIN GLOBAL, INC. |
BETHESDA MD |
| 492 |
| $12.0M |
| $657K |
| 4 | MCMAHON TIRE SERVICE, INC. MCMAHON TIRE SERVICE, INC. RETIREMENT PLAN | FORT WAYNE IN | 151 | $4.2M | $337K |
| 5 | TAYLOR KING FURNITURE, INC. TAYLOR KING FURNITURE, INC. 401(K) PLAN | TAYLORSVILLE NC | 174 | $5.7M | $226K |
| 6 | BOULDER VALLEY GASTROENTEROLOGY, INC. BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN | LOUISVILLE CO | 249 | $14.1M | $188K |
