Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Index 2040 Fund Registered Investment Company in their Schedule of Assets, totaling $4.8M 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 | LEAMINGTON CO. LEAMINGTON CO. AND AFFILIATED EMPLOYERS 401(K) PLAN | MINNEAPOLIS MN | 297 | $35.9M | $4.8M |
