Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement 2040 Mutual funds N/A in their Schedule of Assets, totaling $19.7M 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 | CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION TAX SHELTERED ANNUITY PLAN | WENATCHEE WA | 1,648 | $141.7M | $14.0M |
| 2 | NOVELLE HEALTH, LLC NOVELLE HEALTH, LLC 401(K) RETIREMENT PLAN | OLDSMAR FL | 288 | $29.4M | $3.7M |
| 3 | APPLIED ENGINEERING, INC. |
FARGO ND |
| 83 |
| $18.8M |
| $1.9M |
| 4 | POLO CUSTOM PRODUCTS POLO CUSTOM PRODUCTS 401(K) PLAN | TOPEKA KS | 311 | $11.5M | $134K |
