Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding 2040 Target Date Retirement fund Class R-6 Mutual Fund in their Schedule of Assets, totaling $3.6M 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 | CUBRC, INC. CUBRC AND AVARINT EMPLOYEE RETIREMENT PLAN | BUFFALO NY | 210 | $49.6M | $3.6M |
| 2 | WATTS ELECTRIC COMPANY WATTS COMPANIES RETIREMENT PLAN | WAVERLY NE | 110 | $9.3M | $46K |
