Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding 2040 Fund Mutual fund in their Schedule of Assets, totaling $99K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THRIVE SENIOR LIVING LLC THRIVE SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 677 | $4.0M | $95K |
| 2 | ADTRAV CORPORATION ADTRAV CORPORATION 401(K) RETIREMENT PLAN | HOOVER AL | 268 | $8.9M | $4K |
