Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Target Date Fund 2040 Registered Investment Company in their Schedule of Assets, totaling $517K 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 | FLAGSHIP TRADING CORPORATION FLAGSHIP TRADING CORP. PROFIT SHARING AND 401(K) PLAN | MIDDLEFIELD OH | 137 | $7.4M | $517K |
