Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2040 Fund Investor in their Schedule of Assets, totaling $36K 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 | CHARTER HR, INC. CHARTER HR RETIREMENT SAVINGS PLAN | ALEXANDER CITY AL | 433 | $6.1M | $36K |
