Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding 2040 Target Date Fund ....................................... in their Schedule of Assets, totaling $523.2M 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 | FCA US LLC FCA US LLC DEFINED CONTRIBUTION PLAN MASTER TRUST | AUBURN HILLS MI | — | $10.1B | $518.1M |
| 2 | CLIMATECH, INC. CLIMATECH, INC. RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 170 | $17.6M | $4.2M |
| 3 | CREARE LLC CREARE 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST |
HANOVER NH |
| 208 |
| $57.7M |
| $857K |
