Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Vanguard Group, Inc. VANG TARGET RET 2040 in their Schedule of Assets, totaling $2.7M 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 | THE INSIDE SOURCE, INC. THE INSIDE SOURCE, INC. 401(K) PROFIT SHARING PLAN | SAN CARLOS CA | 323 | $34.9M | $2.7M |
