Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Tgt. Rmt 2040 Inv Fund Mutual Fund N/A in their Schedule of Assets, totaling $18.9M 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 | SWCA, INCORPORATED SWCA, INC. 401(K) PLAN | PHOENIX AZ | 1,644 | $78.1M | $10.2M |
| 2 | SMALL MINE DEVELOPMENT, LLC SMALL MINE DEVELOPMENT, LLC 401(K) RETIREMENT SAVINGS PLAN | BOISE ID | 414 | $46.4M | $8.3M |
| 3 | MONEYTREE, INC. MONEYTREE, INC. PROFIT SHARING AND 401(K) PLAN |
RENTON WA |
| 465 |
| $30.0M |
| $444K |
