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 Target Retirement 2040 Inv in their Schedule of Assets, totaling $29.1M 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 | B. D. HOLT COMPANY HOLT COMPANIES RETIREMENT PLAN | SAN ANTONIO TX | 4,849 | $505.0M | $29.1M |
