Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MyWayRet Index 2040 R in their Schedule of Assets, totaling $11.0M 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 | LUMANITY INC. LUMANITY INC. 401(K) PLAN | YARDLEY PA | 384 | $48.9M | $6.7M |
| 2 | LUMANITY INC. LUMANITY INC. 401(K) SAFE HARBOR PLAN | YARDLEY PA | 103 | $20.1M | $4.2M |
