Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Standard Insurance Company Vanguard Target Retirement 2040 # in their Schedule of Assets, totaling $2.0M 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 | FIRSTMARK CREDIT UNION FIRSTMARK CREDIT UNION 401(K) PLAN | SAN ANTONIO TX | 231 | $19.2M | $1.1M |
| 2 | PET FOOD EXPRESS, LLC PET FOOD EXPRESS 401(K) PLAN | CONCORD CA | 768 | $24.0M | $873K |
