Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Target Retirement 2040 Fund Mutual fund in their Schedule of Assets, totaling $22.1M 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 | EMPLOYER SERVICES CORPORATION EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT PLAN | AMHERST NY | 3,039 | $133.7M | $10.0M |
| 2 | RXBENEFITS, INC. RXBENEFITS, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,105 | $61.0M | $6.1M |
| 3 | DRUMMOND COMPANY, INC. DRUMMOND COMPANY, INC. SAVINGS PLAN FOR SALARIED EMPLOYEES |
BIRMINGHAM AL |
| 473 |
| $125.5M |
| $3.1M |
| 4 | DRUMMOND COMPANY, INC. DRUMMOND COMPANY, INC. STEELWORKERS 401(K) PLAN | BIRMINGHAM AL | 203 | $18.3M | $1.3M |
| 5 | SIRIUS TECHNICAL SERVICES, INC. SIRIUS TECHNICAL SERVICES, INC. 401(K) PLAN | MOBILE AL | 582 | $6.1M | $631K |
| 6 | THE ARC/MORRIS COUNTY CHAPTER, NJ 403B THRIFT PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. | MORRIS PLAINS NJ | 379 | $7.7M | $524K |
| 7 | MAIN STREET CHECKS, INC. MAIN STREET 401(K) PLAN | BIRMINGHAM AL | 146 | $6.9M | $293K |
| 8 | HOFFMAN MEDIA LLC HOFFMAN MEDIA, LLC 401(K) PLAN | BIRMINGHAM AL | 95 | $4.0M | $111K |
