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 Inv Mutual fund (1) in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BURKE GROUP, LTD. THE BURKE GROUP 401(K) PROFIT SHARING PLAN | ROSEMONT IL | 466 | $138.1M | $2.3M |
