Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vangrd Trgt Retire 2040 Fd Inv Registered Investment Companies in their Schedule of Assets, totaling $6.1M 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 | GREAT LAKES CHEESE CO., INC. GREAT LAKES CHEESE CO., INC. 401(K) PLAN AND TRUST | HIRAM OH | 4,370 | $123.5M | $6.1M |
