Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Retirement 1VFORX VANGUARD TARGET RETIREMENT 2040 INV in their Schedule of Assets, totaling $1.1M 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 | DIGITAL GRAPES, LLC DIGITAL GRAPES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | KING OF PRUSSIA PA | 228 | $7.4M | $1.1M |
