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 N/A in their Schedule of Assets, totaling $5.5M 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 | CROWLEY FLECK PLLP CROWLEY FLECK PLLP PROFIT SHARING PLAN AND TRUST | BILLINGS MT | 234 | $109.6M | $4.9M |
| 2 | DOMINION DIGITAL, INC. DBA SINGLESTONE SINGLESTONE 401(K) RETIREMENT PLAN | RICHMOND VA | 68 | $15.0M | $579K |
