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 I Fund in their Schedule of Assets, totaling $9.7M 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 | KRISPY KREME DOUGHNUT CORPORATION KRISPY KREME DOUGHNUT CORPORATION RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 9,101 | $68.1M | $6.8M |
| 2 | FIDELITONE, LLC FIDELITONE RETIREMENT SAVINGS PLAN | WAUCONDA IL | 618 | $19.6M | $2.8M |
