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 Value of Interest in Registered Inv Co in their Schedule of Assets, totaling $362K 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 | INNOVATIVE CAPITAL MANAGEMENT INNOVATIVE CAPITAL MANAGEMENT 401(K) PLANS | NORMAN OK | 425 | $4.7M | $362K |
