Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lifecycle Index 2040 R6 in their Schedule of Assets, totaling $63.0M 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 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $62.7M |
| 2 | ALARM CONNECTIONS LLC ALARM CONNECTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | WEST CHESTER PA | 75 | $3.1M | $299K |
