Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Vanguard Target Retire 2040 Fd Inv in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CALIFORNIA THOROUGHBRED TRAINERS CALIFORNIA THOROUGHBRED TRAINERS BACKSTRETCH EMPLOYEES' RETIREMENT SAVINGS PENSION PLAN | ARCADIA CA | 933 | $24.4M | $1.6M |
