Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nationwide Destination 2040 Fund Registered investment company in their Schedule of Assets, totaling $9.9M 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 | MARIETTA MEMORIAL HOSPITAL RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS | MARIETTA OH | 3,386 | $111.1M | $5.5M |
| 2 | MARIETTA MEMORIAL HOSPITAL MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN | MARIETTA OH | 2,079 | $30.7M | $2.2M |
| 3 | MARIETTA HEALTH CARE PHYSICIANS, INC. |
MARIETTA OH |
| 352 |
| $72.8M |
| $2.2M |
| 4 | PENN TANK LINES, INC PENN TANK LINES, INC 401(K) SAVINGS PLAN | CHESTER SPRINGS PA | 223 | $5.5M | $62K |
