Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement Fund 2040 in their Schedule of Assets, totaling $1.3M 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 | RAIN THE GROWTH AGENCY RAIN THE GROWTH AGENCY GROUP RETIREMENT PLAN | PORTLAND OR | 230 | $46.3M | $1.3M |
| 2 | JAGOE HOMES, INC. JAGOE HOMES, INC. 401(K) PLAN | OWENSBORO KY | 114 | $6.4M | $62K |
