Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AF 2040 Target Date Retire Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | JACKSON IRON & METAL COMPANY, INC. JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN | JACKSON MS | 192 | $16.2M | $1.1M |
| 2 | CENTER FOR ORTHOPAEDICS AND SPINE, LLC CENTER FOR ORTHOPAEDICS AND SPINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | LAKE CHARLES LA | 128 | $21.9M | $863K |
