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 Mutual Funds (1) in their Schedule of Assets, totaling $14.1M 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 | ALTRES GLOBAL BUSINESS SERVICES, INC. ALTRES 401(K) RETIREMENT PLAN | HONOLULU HI | 5,071 | $163.1M | $5.3M |
| 2 | LEGACY HUMAN RESOURCES LEGACY HUMAN RESOURCES 401(K) PROFIT SHARING PLAN | ENGLEWOOD CO | 440 | $60.3M | $3.2M |
| 3 | SLOCUM ORTHOPEDICS, P.C. SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN |
EUGENE OR |
| 311 |
| $73.6M |
| $2.9M |
| 4 | C2 ESSENTIALS, INC. C2 ESSENTIALS, INC. 401(K) PROFIT-SHARING PLAN | CHANTILLY VA | 1,034 | $81.9M | $2.2M |
| 5 | SPIRIT HUMAN RESOURCES, LLC SPIRIT HUMAN RESOURCES, LLC RETIREMENT SAVINGS | OKLAHOMA CITY OK | 379 | $20.0M | $564K |
