Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Standard Insurance Company Vanguard Target Retir 2040 Inv in their Schedule of Assets, totaling $787K 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 | SHELDON MANUFACTURING, INC. SHELDON MANUFACTURING, INC. 401(K) PLAN AND TRUST | CORNELIUS OR | 98 | $10.7M | $537K |
| 2 | HOSPICE OF THE BLUEGRASS HOSPICE OF THE BLUEGRASS 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 688 | $67.9M | $250K |
