Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MassMutual MassMutual Select Trp Retirement 2040 I 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 | CLINICAL & SUPPORT OPTIONS, INC. CLINICAL AND SUPPORT OPTIONS, INC. 403(B) PLAN | NORTHAMPTON MA | 771 | $14.7M | $2.3M |
| 2 | DEN HARTOG INDUSTRIES, INC. DEN HARTOG INDUSTRIES, INC. 401(K) RETIREMENT PLAN | HOSPERS IA | 287 | $26.4M | $1.1M |
| 3 | CLAIMS RECOVERY FINANCIAL SERVICES LLC |
ALBION NY |
| 70 |
| $4.6M |
| $797K |
| 4 | HAZELETT STRIP-CASTING CORPORATION HAZELETT STRIP-CASTING CORPORATION PROFIT SHARING/401(K) PLAN | COLCHESTER VT | 149 | $30.0M | $718K |
