Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group Target Retirement 2040 Inv # in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRESSET ADMINISTRATIVE SERVICES CORPORATION CRESSET ADMINISTRATIVE SERVICES CORPORATION 401(K) PLAN | CHICAGO IL | 524 | $48.1M | $3.5M |
| 2 | SUTTON FORD, INC. SUTTON AUTO TEAM RETIREMENT PLAN | MATTESON IL | 331 | $10.6M | $839K |
| 3 | STANCO METAL PRODUCTS, INC. STANCO METAL PRODUCTS, INC. EMPLOYEES' 401(K) PLAN |
GRAND HAVEN MI |
| 200 |
| $7.7M |
| $656K |
