Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Retirement 2040 Mutual fund a in their Schedule of Assets, totaling $17.7M 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 | LACROSSE FOOTWEAR, INC. LACROSSE FOOTWEAR, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | PORTLAND OR | 283 | $43.8M | $4.3M |
| 2 | RESER'S FINE FOODS, INC. RESER'S FINE FOODS INC. 401(K) PLAN | BEAVERTON OR | 4,604 | $154.9M | $4.0M |
| 3 | CLARITY PARTNERS, LLC CLARITY PARTNERS, LLC 401(K) PLAN AND TRUST |
CHICAGO IL |
| 131 |
| $12.7M |
| $2.6M |
| 4 | VELOCITYEHS VELOCITYEHS 401K PLAN | CHICAGO IL | 389 | $42.2M | $1.7M |
| 5 | BULLIVANT HOUSER BAILEY PC BULLIVANT HOUSER BAILEY PC 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND OR | 139 | $64.7M | $1.3M |
| 6 | PLAID PANTRIES, INC. THE PLAID PANTRY RETIREMENT AND PROFIT SHARING PLAN | PORTLAND OR | 451 | $14.3M | $1.3M |
| 7 | ZUERN BUILDING PRODUCTS, INC ZUERN BUILDING PRODUCTS, INC 401(K) PROFIT SHARING PLAN | SLINGER WI | 200 | $22.6M | $984K |
| 8 | BABST, CALLAND, CLEMENTS & ZOMNIR, P.C. BABST CALLAND CLEMENTS & ZOMNIR, P.C. PROFIT SHARING 401(K) PLAN I | PITTSBURGH PA | 153 | $78.8M | $794K |
| 9 | GELBER GROUP, LLC GELBER GROUP 401(K) PLAN | CHICAGO IL | 200 | $47.8M | $739K |
