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 Registered Investment Company n/a in their Schedule of Assets, totaling $4.2M 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 | NEVADA HEALTH CENTERS, INC. NEVADA HEALTH CENTERS, INC. RETIREMENT PLAN | CARSON CITY NV | 539 | $23.0M | $2.2M |
| 2 | LABWARE HOLDINGS, INC. LABWARE HOLDINGS, INC. 401K PROFIT SHARING PLAN | WILMINGTON DE | 230 | $66.5M | $2.0M |
