Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Funds Target Retirement 2040 Fund Investors Shares in their Schedule of Assets, totaling $1.7M 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 | INDEPENDENCE HOLDING COMPANY INDEPENDENCE HOLDING COMPANY RETIREMENT PLAN | STAMFORD CT | 174 | $36.8M | $1.7M |
