Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Group - Vanguard Tgt Rmt 2040 Inv Fund Mutual Funds in their Schedule of Assets, totaling $224K 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 | FIRST BANK OF CLEWISTON FIRST BANK OF CLEWISTON ESOP &401(K) PROFIT SHARING PLAN | CLEWISTON FL | 102 | $11.3M | $224K |
