Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2040 Fund (i) in their Schedule of Assets, totaling $93.7M 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 | MCDERMOTT INVESTMENTS MCDERMOTT SAVINGS PLAN | HOUSTON TX | 5,104 | $1.4B | $64.0M |
| 2 | CHENIERE ENERGY, INC. CHENIERE RETIREMENT PLAN | HOUSTON TX | 1,623 | $394.0M | $29.7M |
