Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Global Trust Co. American Century Retirement Date 2040 Trust III in their Schedule of Assets, totaling $4.5M 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 | TPC GROUP LLC TPC GROUP RETIREMENT SAVINGS PLAN | HOUSTON TX | 537 | $164.9M | $4.5M |
