Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 16 *AXA EQUITABLE VANGUARD TARGET RETIREMENT 2040 INV in their Schedule of Assets, totaling $237K 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 | INTERSTATE MECHANICAL CORPORATION INTERSTATE MECHANICAL CORPORATION 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 440 | $6.0M | $237K |
