Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investment Vanguard Vanguard Target Retirement 2040 N/R in their Schedule of Assets, totaling $3.9M 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 | SUNDYNE, LLC SUNDYNE, LLC EMPLOYEE SAVINGS PLAN | ARVADA CO | 464 | $69.8M | $3.9M |
