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 I Registered investment companies in their Schedule of Assets, totaling $6.9M 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 | COLUMBIA MACHINE, INC. COLUMBIA MACHINE, INC. RETIREMENT PLAN AND TRUST | VANCOUVER WA | 581 | $104.2M | $6.9M |
