Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard VANG TARGET RET 2040 (1) in their Schedule of Assets, totaling $2.8M 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 | PEI/GENESIS, INC. PEI/GENESIS, INC. TAX DEFERRAL AND SAVINGS PLAN | PHILADELPHIA PA | 423 | $39.0M | $1.5M |
| 2 | MECHANICAL CONTRACTORS, LLC MECHANICAL CONTRACTORS, LLC 401(K) PLAN | CHARLOTTE NC | 213 | $21.8M | $1.2M |
