Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SmartRetirement Blend 2040 R4 in their Schedule of Assets, totaling $35.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLAN ENTERTAINMENT INDUSTRY 401(K) PLAN | LOS ANGELES CA | 30,812 | $723.3M | $35.9M |
