Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 20 Vanguard Target Retirement 2040 Fund Investor Shares in their Schedule of Assets, totaling $18K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOSEPH A. CAPLAN, MD, PC DBA CARDIAC SOLUTIONS JOSEPH A. CAPLAN, MD, PC 401(K) PROFIT SHARING PLAN & TRUST | PEORIA AZ | 264 | $7.0M | $18K |
