Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Target Retirement 2040 Fund Value of Interest in Registered Investment Companies in their Schedule of Assets, totaling $1.3M 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 | HARNESS ROOFING, INC. HARNESS ROOFING, INC. RETIREMENT PLAN TRUST | HARRISON AR | 344 | $15.1M | $1.3M |
