Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Retirement 2040 Fund Mutual fund in their Schedule of Assets, totaling $10.8M 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 | MCLARENS, LLC MCLARENS, LLC DEFINED CONTRIBUTION 401(K) PLAN | NORCROSS GA | 744 | $99.1M | $8.7M |
| 2 | THE COOPER GROUP, INC. THE RETIREMENT PLAN FOR EMPLOYEES OF THE COOPER GROUP, INC. AND PARTICIPATING AFFILIATES | MOBILE AL | 926 | $101.6M | $1.7M |
| 3 | CARRIER GROUP BENEFITS, LLC |
SKOWHEGAN ME |
| 205 |
| $5.0M |
| $352K |
| 4 | SOUTHEASTERN PSYCHIATRIC MANAGEMENT SPM QUALIFIED 401(K) PLAN | GADSDEN AL | 151 | $2.2M | $53K |
