Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target 2040 #696 in their Schedule of Assets, totaling $13.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRETE CARRIER CORPORATION CRETE CARRIER CORPORATION 401(K) PROFIT SHARING PLAN | LINCOLN NE | 5,844 | $352.6M | $10.5M |
| 2 | LINCOLN SURGERY CENTER, LLC LINCOLN SURGERY CTR 401(K) PLAN | LINCOLN NE | 438 | $39.7M | $2.9M |
