Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Voya Vanguard Target Retirement 2040 Fund - in their Schedule of Assets, totaling $11.8M 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 | J. GOLDMAN & CO., L.P. J. GOLDMAN & CO., L.P. PROFIT SHARING PLAN | NEW YORK NY | 105 | $52.1M | $4.3M |
| 2 | VIRGINIA EMERGENCY MEDICINE ASSOCIATES, LTD. VIRGINIA EMERGENCY MEDICINE ASSOCIATES, LTD. RETIREMENT PLAN | FAIRFAX VA | 113 | $49.2M | $1.7M |
| 3 | BLIFFERT LUMBER & FUEL COMPANY INC. |
OAK CREEK WI |
| 378 |
| $22.4M |
| $1.4M |
| 4 | CRISTO REY JESUIT HIGH SCHOOL CRISTO REY JESUIT HIGH SCHOOL 401(K) PLAN | CHICAGO IL | 125 | $8.8M | $1.3M |
| 5 | IVCI, LLC IVCI, LLC 401(K) PROFIT SHARING PLAN & TRUST | HAUPPAUGE NY | 71 | $12.4M | $929K |
| 6 | DIAMOND R FERTILIZER CO., INC. DIAMOND R FERTILIZER CO., INC. PROFIT SHARING PLAN | FORT PIERCE FL | 78 | $8.3M | $581K |
| 7 | MILWAUKEE RESCUE MISSION MILWAUKEE RESCUE MISSION EMPLOYEE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 172 | $8.6M | $535K |
| 8 | ANNEX WEALTH MANAGEMENT, LLC ANNEX WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN | BROOKFIELD WI | 148 | $13.9M | $309K |
| 9 | VRAKAS SC VRAKAS SC 401(K) PLAN | BROOKFIELD WI | 93 | $33.7M | $245K |
| 10 | FIVE STAR FABRICATING, INC. FIVE STAR FABRICATING, INC. 401K SAVINGS PLAN | TWIN LAKES WI | 205 | $9.2M | $241K |
