Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Retirement 2040 Fund Common/Collective Trust in their Schedule of Assets, totaling $319.2M 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 | US FOODS, INC. US FOODS 401(K) PLAN | ROSEMONT IL | 27,150 | $2.5B | $250.7M |
| 2 | SCP DISTRIBUTORS, LLC POOL CORPORATION 401(K) PLAN | COVINGTON LA | 4,766 | $436.0M | $40.6M |
| 3 | VIAVI SOLUTIONS INC. VIAVI SOLUTIONS 401(K) PLAN | SAN JOSE CA |
| 1,412 |
| $728.6M |
| $28.0M |
