Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vngrd Trgt Rtrmt 2040 Inv Nationwide Life Insurance in their Schedule of Assets, totaling $5.4M 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 | OKLAHOMA PUBLISHING CO. THE 401(K) RETIREMENT SAVINGS PLAN OF BROADMOOR HOTEL, INC. | COLORADO SPRINGS CO | 1,289 | $55.8M | $2.8M |
| 2 | THE AMERICAN COLLEGE THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN | KING OF PRUSSIA PA | 190 | $36.3M | $1.7M |
| 3 | SEA ISLAND COMPANY LLC |
SEA ISLAND GA |
| 3,583 |
| $43.8M |
| $937K |
