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 in their Schedule of Assets, totaling $2.2M 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 | PILLAR CARE CONTINUUM, INC. PILLAR CARE CONTINUUM 401(K) RETIREMENT PLAN | EAST HANOVER NJ | 607 | $25.3M | $2.1M |
| 2 | MID FLORIDA COMMUNITY SERVICES, INC. 403(B) THRIFT PLAN MID FLORIDA COMMUNITY SERVICES, INC. 403(B) | BROOKSVILLE FL | 328 | $10.2M | $102K |
