Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Vanguard Target Ret 2040 Fund in their Schedule of Assets, totaling $52.0M 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 | NEW BALANCE ATHLETICS, INC. NEW BALANCE ATHLETICS EMPLOYEE SAVINGS AND SECURITY PLAN | BOSTON MA | 4,704 | $492.8M | $19.5M |
| 2 | GT SERVICES LLC GT SERVICES LLC SAVINGS AND INVESTMENT PLAN | LANDSALE PA | 908 | $174.5M | $8.6M |
| 3 | THOMPSONGAS, LLC THOMPSONGAS LLC 401(K) PLAN |
FREDERICK MD |
| 1,370 |
| $40.3M |
| $4.3M |
| 4 | PRISM MARITIME, LLC PRISM MARITIME, LLC RETIREMENT TRUST | CHESAPEAKE VA | 353 | $26.2M | $3.3M |
| 5 | TILLEY DISTRIBUTION, INC. TILLEY DISTRIBUTION, INC. RETIREMENT PLAN | BALTIMORE MD | 293 | $33.2M | $3.1M |
| 6 | LESLIE SHANKMAN SCHOOL CORPORATION LESLIE SHANKMAN SCHOOL CORPORATION 403(B) PLAN | CHICAGO IL | 161 | $13.7M | $2.4M |
| 7 | GREENE, TWEED & CO., INC. GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN | KULPSVILLE PA | 354 | $48.2M | $1.9M |
| 8 | UROLOGY OF VIRGINIA, PLLC UROLOGY OF VIRGINIA, PLLC 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 218 | $38.1M | $1.9M |
| 9 | MARIO TRICOCI HAIR SALON AND DAY SPAS, LLC MARIO TRICOCI 401(K) SAVINGS PLAN | PALATINE IL | 990 | $54.8M | $1.8M |
| 10 | SIERRA MANAGEMENT AND TECHNOLOGIES, INC. SIERRA MANAGEMENT AND TECHNOLOGIES, INC. 401(K) PLAN | CALIFORNIA MD | 107 | $13.7M | $1.2M |
