Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Retirement 2040 n/a in their Schedule of Assets, totaling $18.2M 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 | RETAIL SERVICES & SYSTEMS, INC. TOTAL WINE & MORE 401(K) PLAN | BETHESDA MD | 10,110 | $162.0M | $9.9M |
| 2 | INTERNATIONAL JUSTICE MISSION INTERNATIONAL JUSTICE MISSION 403(B)(7) PLAN | WASHINGTON DC | 298 | $46.5M | $1.8M |
| 3 | KEARNY BANK KEARNY BANK EMPLOYEES' SAVINGS PLAN |
FAIRFIELD NJ |
| 520 |
| $62.8M |
| $1.8M |
| 4 | HALL DRILLING, LLC HALL DRILLING, LLC 401(K) RETIREMENT PLAN | ELLENBORO WV | 324 | $11.0M | $1.3M |
| 5 | KANSAS MEDICAL CENTER, LLC KANSAS MEDICAL CENTER, LLC PROFIT SHARING/401(K) PL & TR | ANDOVER KS | 337 | $26.1M | $1.0M |
| 6 | SAYARI LABS INC. SAYARI LABS INC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 162 | $11.6M | $831K |
| 7 | MADISON HEALTH MADISON HEALTH EMPLOYEES' 401(K) PENSION PLAN | LONDON OH | 380 | $21.6M | $676K |
| 8 | VISITING NURSE ASSOCIATION OF NORTHERN NEW JERSEY, INC. VISITING NURSE ASSOCIATION RETIREMENT PLAN | MORRISTOWN NJ | 98 | $12.2M | $481K |
| 9 | HEADWATERS SALONS, LLC HEADWATERS SALONS, LLC 401(K) PLAN | MONTANA CITY MT | 182 | $3.4M | $288K |
| 10 | ILLINOIS MUTUAL LIFE INSURANCE COMPANY ILLINOIS MUTUAL 401(K) RETIREMENT SAVINGS PLAN | PEORIA IL | 186 | $27.6M | $45K |
