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 (VFORX) in their Schedule of Assets, totaling $23.7M 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 | EARLY WARNING SERVICES, LLC EARLY WARNING SERVICES, LLC 401(K) PLAN | SCOTTSDALE AZ | 1,377 | $163.1M | $23.7M |
