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 Investor Cl Mutual Fund in their Schedule of Assets, totaling $180K 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 | MONDAY.COM INC. MONDAY.COM INC. 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 591 | $31.1M | $180K |
