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. Vanguard Target Rtmt 2040 Inv N/R in their Schedule of Assets, totaling $5.2M 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 | FOUR SEASONS PRODUCE, INC. FOUR SEASONS RETIREMENT SAVINGS PLAN | EPHRATA PA | 912 | $47.4M | $5.2M |
