Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2040 Inv Mutual fund a in their Schedule of Assets, totaling $23.0M 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 | BIOTRONIK CORPORATE SERVICES US, INC. BIOTRONIK/MICRO SYSTEMS ENGINEERING 401(K) PLAN | LAKE OSWEGO OR | 1,241 | $306.3M | $12.5M |
| 2 | MERCY CORPS MERCY CORPS 403(B) PLAN | PORTLAND OR | 445 | $68.8M | $9.9M |
| 3 | MORTGAGETRADE HOLDING CO., LLC MORTGAGETRADE 401(K) PLAN |
OXFORD MS |
| 163 |
| $9.2M |
| $679K |
