Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SEI Target Date 2040 Fund in their Schedule of Assets, totaling $70.7M 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 | SEI INVESTMENTS COMPANY SEI CAPITAL ACCUMULATION PLAN | OAKS PA | 4,327 | $881.8M | $49.0M |
| 2 | ALFA MUTUAL INSURANCE COMPANY SAVINGS AND PROFIT SHARING PLAN AND TRUST AGREEMENT OF ALFA MUTUAL INSURANCE COMPANY | MONTGOMERY AL | 2,358 | $271.9M | $21.7M |
