Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2040 Fund I in their Schedule of Assets, totaling $5.6M 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 | SYNERGY HEALTHCARE ASSOCIATES, P.L.L.C. SYNERGY HEALTHCARE ASSOCIATES 401(K) PLAN | SAN ANTONIO TX | 206 | $30.3M | $4.4M |
| 2 | OFFSHORE INTERNATIONAL, INC. THE OFFSHORE GROUP RETIREMENT 401(K) PLAN | TUCSON AZ | 132 | $4.8M | $567K |
| 3 | R & K DISTRIBUTORS, INC. |
LONGVIEW TX |
| 151 |
| $6.4M |
| $317K |
| 4 | LIFESCIENCE LOGISTICS, LLC LIFESCIENCE LOGISTICS, LLC 401(K) PLAN | DALLAS TX | 482 | $3.3M | $286K |
