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 inv Mutual Fund in their Schedule of Assets, totaling $961K 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 | GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC. GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN | ORLANDO FL | 1,735 | $13.6M | $961K |
