Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding 2040 Target Date Retirement in their Schedule of Assets, totaling $3.1M 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 | AMPLER QSR, LLC AMPLER GROUP 401(K) PLAN | PITTSBURG KS | 1,684 | $14.9M | $1.9M |
| 2 | BENEDICT COLLEGE BENEDICT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | COLUMBIA SC | 484 | $26.2M | $1.1M |
| 3 | SPORT CHEVROLET COMPANY LLC SPORT CHEVROLET HONDA 401(K) PLAN |
SILVER SPRING MD |
| 181 |
| $17.1M |
| $57K |
