Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Target Retirement 2040 N/R in their Schedule of Assets, totaling $79.8M 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 | ENERSYS DELAWARE INC. ENERSYS DELAWARE INC. 401(K) PLAN | READING PA | 4,488 | $467.6M | $31.7M |
| 2 | GREEN BAY PACKAGING, INC. GREEN BAY PACKAGING, INC. SAVINGS AND PROTECTION PLAN | GREEN BAY WI | 1,450 | $319.9M | $9.8M |
| 3 | LAFORCE, LLC LAFORCE, LLC 401(K) PLAN |
GREEN BAY WI |
| 670 |
| $100.7M |
| $8.4M |
| 4 | ATWELL, LLC ATWELL, LLC SAVINGS AND PROFIT SHARING PLAN | SOUTHFIELD MI | 1,357 | $110.0M | $5.5M |
| 5 | WISCONSIN ALUMINUM FOUNDRY CO., INC. WISCONSIN ALUMINUM FOUNDRY CO., INC. 401(K) RETIREMENT SAVINGS PLAN | MANITOWOC WI | 768 | $42.3M | $5.5M |
| 6 | SAN FRANCISCO SPCA THE 401(K) PROFIT SHARING PLAN OF SAN FRANCISCO SPCA | SAN FRANCISCO CA | 360 | $26.4M | $3.4M |
| 7 | GREEN BAY PACKAGING, INC. SAVINGS & PROTECTION PLAN FOR PLANT EMPLOYEES OF GREEN BAY PACKAGING INC. | GREEN BAY WI | 2,173 | $76.8M | $2.2M |
| 8 | DAVIS MEMORIAL HOSPITAL DAVIS HEALTH SYSTEM 401(K) PROFIT SHARING PLAN | ELKINS WV | 880 | $34.8M | $1.7M |
| 9 | IVY TECHNOLOGY, LLC IVY TECHNOLOGY 401K RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 432 | $10.5M | $1.6M |
| 10 | THE BRADLEY CENTER THE BRADLEY CENTER EMPLOYEE RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 254 | $8.3M | $1.4M |
