Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Target 2040 Fund Mutual fund in their Schedule of Assets, totaling $734K 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 | FRANKLIN SAVINGS BANK FRANKLIN SAVINGS BANK 401(K) SAVINGS PLAN | FRANKLIN NH | 121 | $11.3M | $415K |
| 2 | VRX, INC. VRX, INC. RETIREMENT TRUST | PLANO TX | 197 | $11.2M | $319K |
