Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lifetime 2040 Fund in their Schedule of Assets, totaling $8.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF EASTERN LOS ANGELES | ALHAMBRA CA | 355 | $42.7M | $8.4M |
| 2 | ADVANCED TECHNOLOGY RECYCLING ATR 401(K) PLAN | PENSACOLA FL | 144 | $1.8M | $214K |
