Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Target Retiremnt 2040 in their Schedule of Assets, totaling $16.0M 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 | DOYON, LIMITED DOYON 401(K) SAVINGS AND RETIREMENT PLAN | FAIRBANKS AK | 1,096 | $155.6M | $14.5M |
| 2 | MUSICK, PEELER & GARRETT LLP MUSICK, PEELER & GARRETT LLP EMPLOYEE ASSET ACCUMULATION PROGRAM | LOS ANGELES CA | 163 | $136.7M | $790K |
| 3 | SECURITY STATE BANK & TRUST |
FREDERICKSBURG TX |
| 289 |
| $28.0M |
| $453K |
| 4 | NORTH ATLANTIC INDUSTRIES, INC. NORTH ATLANTIC INDUSTRIES, INC. 401(K) PLAN | BOHEMIA NY | 214 | $40.2M | $168K |
| 5 | BIG SANDY DISTRIBUTION, INC. BIG SANDY SUPERSTORES 401(K) PLAN | FRANKLIN FURNACE OH | 551 | $13.5M | $140K |
