Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Equity Index Group Target Retirement 2040 Fund N/A in their Schedule of Assets, totaling $363K 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 | BADGER VALLEY INVESTMENTS, LLC SETH WADLEY AUTO GROUP 401(K) PLAN | PAULS VALLEY OK | 303 | $4.0M | $363K |
