Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Vanguard Target Ret. 2040 in their Schedule of Assets, totaling $82.5M 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 | BOARD OF TRUSTEES, RETIREMENT PLAN OF THE IBEW RETIREMENT PLAN OF THE IBEW LOCAL 76 RETIREMENT TRUST | SPOKANE WA | 3,258 | $253.9M | $28.6M |
| 2 | TRINITY UNIVERSITY TRINITY UNIVERSITY 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 1,039 | $376.0M | $13.7M |
| 3 | W. W. NORTON & COMPANY, INC. |
NEW YORK NY |
| 684 |
| $187.1M |
| $10.9M |
| 4 | BAIRD HOLM LLP BAIRD HOLM LLP PROFIT SHARING PLAN | OMAHA NE | 168 | $109.5M | $9.0M |
| 5 | KRAVET LLC KRAVET LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | WOODBURY NY | 739 | $66.1M | $4.3M |
| 6 | AJM PACKAGING CORPORATION AJM PACKAGING CORPORATION 401(K) PLAN | BLOOMFIELD HILLS MI | 4,050 | $43.6M | $3.8M |
| 7 | CATHCART RAIL, LLC CATHCART RAIL, LLC 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 834 | $17.7M | $2.0M |
| 8 | THE ART INSTITUTE OF CHICAGO THE ART INSTITUTE OF CHICAGO RETIREMENT SAVINGS PLAN | CHICAGO IL | 155 | $35.0M | $1.9M |
| 9 | RIVERENCE FARMS LLC WIC GROUP 401(K) PLAN | BUHL ID | 394 | $25.9M | $1.7M |
| 10 | CATHCART RAIL, LLC CATHCART RAIL, LLC 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 772 | $14.8M | $1.5M |
