Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 a in their Schedule of Assets, totaling $10.5M 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 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN | AUSTIN TX | 176 | $59.7M | $3.7M |
| 2 | UNITED STATES GOLF ASSOCIATION THE UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN | FAR HILLS NJ | 388 | $94.8M | $2.5M |
| 3 | VALLEY BAKERS COOPERATIVE ASSOCIATION |
GREENVILLE WI |
| 189 |
| $18.5M |
| $2.4M |
| 4 | GULF DISTRIBUTING CO., INC. GULF DISTRIBUTING COMPANIES 401(K) PLAN | MOBILE AL | 1,391 | $23.3M | $1.3M |
| 5 | G.A. WEST AND COMPANY, INCORPORATED G.A. WEST & COMPANY 401(K) PROFIT SHARING PLAN & TRUST | SARALAND AL | 681 | $15.3M | $540K |
