Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Vanguard Institutional Target Retirement 2040 Fund — Investor Class N/R in their Schedule of Assets, totaling $4.9M 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 | THR PROPERTY MANAGEMENT, LP/ DBA INVITATION HOMES INVITATION HOMES 401(K) PLAN | DALLAS TX | 1,811 | $66.4M | $4.9M |
