Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AF Trgt Date 2040 Mutual Funds in their Schedule of Assets, totaling $18.8M 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 | PACKARD MEDICAL GROUP, INC. PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 201 | $102.6M | $10.7M |
| 2 | G6 HOSPITALITY LLC G6 HOSPITALITY LLC 401(K) SAVINGS PLAN | PLANO TX | 194 | $78.1M | $8.0M |
