Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Target Rtrmnt 2040 Fd # in their Schedule of Assets, totaling $2.2M 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 | HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST, INC. TREASURE COAST HOSPICE RETIREMENT PLAN | STUART FL | 426 | $19.1M | $1.1M |
| 2 | MIAMI VALLEY GAMING & RACING, LLC. MIAMI VALLEY GAMING 401(K) PLAN | LEBANON OH | 340 | $8.8M | $603K |
| 3 | FERRIE, FRANZMANN INDUSTRIES, LLC. |
DENVER CO |
| 218 |
| $6.2M |
| $419K |
