Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding N/A The Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund N/A in their Schedule of Assets, totaling $7.3M 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 | KENCO MANAGEMENT SERVICES, LLC KENCO MANAGEMENT SERVICES, LLC 401(K) EMPLOYEE SAVINGS PLAN | CHATTANOOGA TN | 6,622 | $161.4M | $7.3M |
