Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Retirement 2040 Fund ~ in their Schedule of Assets, totaling $1.0B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $690.6M |
| 2 | BOARD OF TRUSTEES, ORANGE COUNTY IBEW-NECA ELECTRICAL ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN | SAN JOSE CA | 4,316 | $335.4M | $102.0M |
| 3 | UFP INDUSTRIES, INC |
GRAND RAPIDS MI |
| 12,624 |
| $784.7M |
| $54.1M |
| 4 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $30.7M |
| 5 | HOLLAND HOSPITAL HOLLAND HOSPITAL 401(K) SAVINGS PLAN | HOLLAND MI | 2,218 | $241.0M | $26.0M |
| 6 | CANON MEDICAL SYSTEMS USA, INC. CANON MEDICAL SYSTEMS USA, INC. 401(K) SAVINGS PLAN | TUSTIN CA | 1,296 | $507.7M | $24.2M |
| 7 | HYUNDAI CAPITAL AMERICA HYUNDAI CAPITAL AMERICA PROFIT SHARING RETIREMENT PLAN | IRVINE CA | 1,603 | $258.3M | $23.8M |
| 8 | TUTOR PERINI CORPORATION TUTOR PERINI 401(K) RETIREMENT SAVINGS PLAN | SYLMAR CA | 3,033 | $471.1M | $15.3M |
| 9 | KIOXIA AMERICA INC. KIOXIA AMERICA, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 270 | $118.2M | $12.2M |
| 10 | RINCON RESEARCH CORPORATION RINCON RESEARCH CORPORATION 401(K) PLAN | TUCSON AZ | 395 | $161.5M | $11.4M |
