Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Retirement 2040 Fund The Vanguard Group, Inc. Vanguard Institutional Target in their Schedule of Assets, totaling $2.3M 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 | DELAP LLP DELAP LLP RETIREMENT PLAN | LAKE OSWEGO OR | 125 | $36.7M | $2.3M |
