Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target Retirement Income Fund 2040 in their Schedule of Assets, totaling $1.9M 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 | MIDATLANTIC EMPLOYERS ASSOCIATION MEA RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 289 | $21.6M | $1.3M |
| 2 | BANK7 BANK7 EMPLOYEES' 401(K) PLAN | OKLAHOMA CITY OK | 130 | $11.2M | $608K |
