Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Retirement 2040 Advisor share class 19,118 shares in their Schedule of Assets, totaling $1.2M 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 | HAWAI'I PACIFIC HEALTH HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN | HONOLULU HI | 7,654 | $1.5B | $584K |
| 2 | HAWAI'I PACIFIC HEALTH HAWAI'I PACIFIC HEALTH 401(K) PLAN | HONOLULU HI | 0 | $117.5M | $584K |
