Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding 2040 Target Date Retirement Fund in their Schedule of Assets, totaling $26.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $14.9M |
| 2 | ABG OPERATING, LLC AMERICAN BATH GROUP 401(K) PLAN | SAVANNAH TN | 4,778 | $124.1M | $5.8M |
| 3 | MICHELSEN PACKAGING COMPANY MICHELSEN PACKAGING COMPANY 401K PLAN |
YAKIMA WA |
| 150 |
| $70.1M |
| $4.3M |
| 4 | NELSON NAME PLATE COMPANY NELSON-MILLER, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 222 | $8.3M | $813K |
| 5 | BREG, INC. BREG, INC. 401(K) PLAN | CARLSBAD CA | 569 | $42.2M | $734K |
| 6 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $83K |
| 7 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY STORE EMPLOYEES | ERIE PA | 920 | $1.3M | $24K |
