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 Inv Mutual Fund N/A in their Schedule of Assets, totaling $867K 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 | MADISON COMMUNITY HOSPITAL MADISON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | MADISON SD | 228 | $12.3M | $556K |
| 2 | MADISON COMMUNITY HOSPITAL MADISON COMMUNITY HOSPITAL EMPLOYEES' RETIREMENT PLAN | MADISON SD | 247 | $11.3M | $311K |
