Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Target Retirement 2040 Fund 30,493 Shares in their Schedule of Assets, totaling $1.0M 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 | CORNERSTONE EMPLOYER SOLUTIONS CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN | SAINT LOUIS MO | 2,282 | $59.0M | $1.0M |
