Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Equitable Life Insurance Company Vanguard Target Retirement 2040 Inv in their Schedule of Assets, totaling $930K 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 | R.J. SCHINNER CO., INC. R.J. SCHINNER CO., INC. 401K SAVINGS PLAN | MENOMONEE FALLS WI | 562 | $27.4M | $930K |
