Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 2040 Target Date Fund R6 Mutual Fund N/A in their Schedule of Assets, totaling $332K 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 | SHAWD NEIGHBORHOOD CLINIC MANAGEMENT, INC. SHAWD NEIGHBORHOOD CLINIC 401(K) PSP | SIOUX FALLS SD | 182 | $9.8M | $332K |
