Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Trgt Retire 2040 Fnd Inv Pooled Separate Account Units in their Schedule of Assets, totaling $1.1M 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 | SUN BASKET, INC. SUN BASKET 401K PLAN | SAN JOSE CA | 546 | $7.1M | $564K |
| 2 | INTELLIGENT BRANDS, INC. INTELLIGENT BRANDS, INC. 401K PLAN | MELISSA TX | 527 | $8.5M | $561K |
