Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retiremnt 2040 in their Schedule of Assets, totaling $5.7M 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 | SOUTH TEXAS RADIOLOGY GROUP, P.A. SOUTH TEXAS RADIOLOGY GROUP PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 142 | $111.8M | $4.9M |
| 2 | CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA FL | 666 | $315.7M | $818K |
| 3 | MEEDER INVESTMENT MANAGEMENT, INC. |
DUBLIN OH |
| 138 |
| $18.9M |
| $21K |
