Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2040 Fund in their Schedule of Assets, totaling $6.3M 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 | POST & SCHELL, P.C. POST & SCHELL, P.C. PROFIT SHARING PLAN | PHILADELPHIA PA | 276 | $160.9M | $6.3M |
