Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Global Trust Company Retirement Date 2040 TR XII in their Schedule of Assets, totaling $41.1M 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 | J.E. DUNN CONSTRUCTION COMPANY DUNN 401(K) RETIREMENT PLAN | KANSAS CITY MO | 3,352 | $463.3M | $41.1M |
