Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Vanguard Trgt Retire 2040 Inv - Registered Investment Companies in their Schedule of Assets, totaling $1.5M 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 | KEELEY CONSTRUCTION GROUP, INC. KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 558 | $36.4M | $1.5M |
