Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding VANGUARD FIDUCIARY 2040 TR PL Common Collective Trust Fund in their Schedule of Assets, totaling $186.8M 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 | FREEPORT-MCMORAN INC. FREEPORT-MCMORAN INC. EMPLOYEE CAPITAL ACCUMULATION PROGRAM | PHOENIX AZ | 14,200 | $2.7B | $186.8M |
