Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MassMutual MassMutual Retiresmart 2040 R3 in their Schedule of Assets, totaling $158K 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 | BANE QUALITY CARE, LLC BANE QUALITY CARE, LLC EMPLOYEE RETIREMENT PLAN | BRAINTREE MA | 405 | $3.4M | $158K |
