Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Instl Target Ret 2040 in their Schedule of Assets, totaling $25.5M 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 | HELIX ELECTRIC, INC. HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN | SAN DIEGO CA | 2,589 | $179.2M | $19.6M |
| 2 | GURWIN JEWISH NURSING & REHABILITATION CENTER GURWIN TAX DEFERRED ANNUITY PLAN | COMMACK NY | 832 | $100.2M | $3.2M |
| 3 | BARTON MINES CORPORATION THE BARTON GROUP 401(K) PLAN |
GLENS FALLS NY |
| 119 |
| $38.4M |
| $2.7M |
