Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Target Retirement 2040 Fund Pooled separate account in their Schedule of Assets, totaling $469K 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 | RPS HOLDINGS, INC. RPS COMPOSITES RETIREMENT SAVINGS PLAN | MOBILE AL | 151 | $5.3M | $225K |
| 2 | RCF, LLC GEMSTONE FOODS 401K PLAN | DECATUR AL | 318 | $995K | $158K |
| 3 | SAGINAW PIPE COMPANY, INC. SAGINAW PIPE CO., INC. 401(K) PLAN |
| 107 |
| $20.6M |
| $87K |