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 Registered investment company (mutual fund) - in their Schedule of Assets, totaling $6.4M 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 | JJF MANAGEMENT SERVICES INC. JJF MANAGEMENT SERVICES INC. 401K PLAN | ROCKVILLE MD | 1,677 | $65.5M | $4.9M |
| 2 | J.H. HIERS CONSTRUCTION, LLC J.H. HIERS CONSTRUCTION 401(K) PROFIT SHARING PLAN | BEAUFORT SC | 140 | $6.5M | $1.6M |
