Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Voya Financial Vanguard Target Retirement 2040 Fund N/R in their Schedule of Assets, totaling $449K 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 | BENEFITS ASSURANCE, LLC BENEFITS ASSURANCE 401(K) PLAN | PLANO TX | 318 | $12.0M | $449K |
