Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Funds Vanguard Target 2040 in their Schedule of Assets, totaling $15.9M 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 | THE DOCTORS MANAGEMENT COMPANY THE DOCTORS MANAGEMENT COMPANY 401(K) SAVINGS PLAN | NAPA CA | 839 | $313.3M | $15.9M |
