Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2040 Investment Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | CHINATOWN COMMUNITY DEVELOPMENT CENTER CHINATOWN CDC 403(B) PLAN | SAN FRANCISCO CA | 257 | $18.2M | $1.4M |
