Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding Vanguard Target Retirement 2040 Mutual fund n/a in their Schedule of Assets, totaling $129.7M 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 | CONFLUENCE HEALTH CONFLUENCE HEALTH 401(K) PLAN | WENATCHEE WA | 3,651 | $697.1M | $56.4M |
| 2 | CEDAR FAIR, L.P. CEDAR FAIR RETIREMENT SAVINGS PLAN | SANDUSKY OH | 3,198 | $337.4M | $11.3M |
| 3 | COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN |
DUBUQUE IA |
| 1,316 |
| $213.9M |
| $7.1M |
| 4 | SONIFI SOLUTIONS, INC. SONIFI SOLUTIONS, INC. 401(K) PLAN | SIOUX FALLS SD | 614 | $95.2M | $6.7M |
| 5 | MHC SOFTWARE HOLDINGS, INC. MHC 401(K) PLAN | BURNSVILLE MN | 121 | $24.6M | $3.8M |
| 6 | TENNESSEE FARMERS MUTUAL INSURANCE COMPANY TENNESSEE FARMERS MUTUAL INSURANCE COMPANY RETIREMENT SAVINGS PLAN | COLUMBIA TN | 842 | $166.4M | $3.0M |
| 7 | CITIZENS COMMUNITY FEDERAL NATIONAL ASSOCIATION CITIZENS COMMUNITY FEDERAL 401(K) PROFIT SHARING PLAN | EAU CLAIRE WI | 219 | $18.8M | $2.7M |
| 8 | DENTONS DAVIS BROWN PC DENTONS DAVIS BROWN PC RETIREMENT PLAN | DES MOINES IA | 164 | $77.0M | $2.7M |
| 9 | RIVER VALLEY BANCORPORATION, INC. PROFIT SHARING PLAN FOR RIVER VALLEY BANCORPORATION, INC. AND RELATED EMPLOYERS | WAUSAU WI | 243 | $31.4M | $2.6M |
| 10 | CLEVELAND GUARDIANS BASEBALL COMPANY, LLC THE CLEVELAND GUARDIANS 401(K) PLAN | CLEVELAND OH | 3,100 | $60.9M | $2.5M |
