Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Retirement 2040 Trust in their Schedule of Assets, totaling $232.7M 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 | REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION 401(K) PLAN | HOOVER AL | 20,137 | $3.2B | $132.0M |
| 2 | SHEPPARD, MULLIN, RICHTER & HAMPTON LLP SHEPPARD, MULLIN, RICHTER & HAMPTON LLP RETIREMENT AND SAVINGS PLAN | LOS ANGELES CA | 1,816 | $911.6M | $100.7M |
