Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VAN TARGET RETIRE 2040 - INV in their Schedule of Assets, totaling $996K 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 | CRAFTMARK BAKERY, LLC CRAFTMARK BAKERY, LLC 401(K) | INDIANAPOLIS IN | 292 | $8.4M | $823K |
| 2 | MICHIGAN INSTITUTE OF AERONAUTIC M. I. O. A. 401K PROFIT SHARING | CANTON MI | 190 | $2.4M | $142K |
| 3 | FDF ENERGY SERVICES, LLC FDF ENERGY SERVICES, LLC 401K PLAN |
CROWLEY LA |
| 304 |
| $9.3M |
| $31K |