Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vngrd Trgt Rtrmt 2040 Inv Registered Investment Company 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 | FINGER LAKES UNITED CEREBRAL PALSY, INC. ABILITY PARTNERS RETIREMENT PLAN | GENEVA NY | 795 | $23.3M | $1.5M |
