Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Target Ret. 2040 Fund Investor Shares Mutual Fund N/R in their Schedule of Assets, totaling $2.0M 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 | EMERGENCY MEDICINE SPECIALISTS, S.C. EMERGENCY MEDICINE SPECIALISTS, S.C. EMPLOYEES' PROFIT SHARING PLAN | WAUWATOSA WI | 198 | $66.6M | $2.0M |
