Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vangaurd Target Retirement 2040 Fd I Registered Investment Company in their Schedule of Assets, totaling $1.9M 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 | CREDIT UNION 1 CREDIT UNION 1 PROFIT SHARING/401(K) PLAN | ANCHORAGE AK | 338 | $34.0M | $1.9M |
