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 Registered Investment Company (RIC) in their Schedule of Assets, totaling $5.4M 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 | PMC GROUP N.A., INC. PMC GROUP 401(K) PLAN | MOUNT LAUREL NJ | 389 | $59.8M | $3.4M |
| 2 | PMC GROUP N.A., INC. PMC GROUP 401(K) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES | MOUNT LAUREL NJ | 199 | $13.5M | $2.0M |
