Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Target Date 2040 (AFTD40) Interest in registered investment company in their Schedule of Assets, totaling $395K 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 | BRIGHTSPARK EARLY LEARNING SERVICES BRIGHTSPARK EARLY LEARNING SERVICES 401(K) PLAN | RENTON WA | 139 | $7.0M | $395K |
