Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding GREAT-WEST LIFETIME 2040 SERVICE Mutual Funds in their Schedule of Assets, totaling $543K 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 | FSI, INC. FSI, INC. 401(K) & PROFIT SHARING PLAN | PORTAGE WI | 1,804 | $8.8M | $543K |
