Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Tgt Rtmt 2040 Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | FRANCISCAN ALLIANCE, INC. ASSISI RETIREMENT PLAN | MISHAWAKA IN | 643 | $77.3M | $2.1M |
| 2 | COLUMBIA INTERNATIONAL UNIVERSITY COLUMBIA INTERNATIONAL UNIVERSITY 401(K) PLAN | COLUMBIA SC | 434 | $30.4M | $511K |
| 3 | MUSCOGEE NATION GAMING ENTERPRISES, LLC MUSCOGEE NATION GAMING ENTERPRISES 401(K) PLAN |
TULSA OK |
| 1,874 |
| $55.9M |
| $196K |
