Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Target Retirement 2040 Inv Fund Value of Int in Regist Invest Co. in their Schedule of Assets, totaling $2.6M 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 | HAMPEL ENTERPRISES, INC. HAMPEL ENTERPRISES 401(K) PLAN | WITCHITA KS | 295 | $18.9M | $1.6M |
| 2 | HAMPEL OIL DISTRIBUTORS, INC. HAMPEL OIL 401(K) PLAN | WICHITA KS | 220 | $12.6M | $975K |
