Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TARGET RET 2040 in their Schedule of Assets, totaling $521.4M 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 | JOHNSON CONTROLS, INC. JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST | MILWAUKEE WI | — | $7.1B | $317.2M |
| 2 | LAWRENCE LIVERMORE NATIONAL SECURITY LLC LLNS DEFINED CONTRIBUTION PLANS MASTER TRUST | LIVERMORE CA | — | $3.1B | $204.2M |
