Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Target Retire 2040 Fund in their Schedule of Assets, totaling $2.6M 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 | ARTIFEX DISTRIBUTION ACQUISITION BODY ART ALLIANCE 401(K) PLAN | HANOVER MD | 366 | $10.8M | $2.2M |
| 2 | UNITED PLANNING ORGANIZATION RETIREMENT INCOME PLAN OF UNITED PLANNING ORGANIZATION | WASHINGTON DC | 643 | $19.2M | $477K |
