Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s Vanguard Funds Vanguard Target Retirement 2040 Investor Fund in their Schedule of Assets, totaling $12.5M 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 | LIFENET HEALTH 403(B) THRIFT PLAN FOR LIFENET VIRGINIA BEACH, VIRGINIA | VIRGINIA BEACH VA | 1,429 | $86.7M | $12.5M |
