Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Target Retirement 2040 Fund in their Schedule of Assets, totaling $135.9M 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 | SAN MANUEL BAND OF MISSION INDIANS SAN MANUEL BAND OF MISSION INDIANS 401(K) | SAN BERNARDINO CA | 7,368 | $404.1M | $56.3M |
| 2 | I.B.E.W LOCAL UNION NO. 124 I. B. E. W. LOCAL UNION NO. 124 401(K) PLAN | KANSAS CITY MO | 3,232 | $156.5M | $22.1M |
| 3 | HRL LABORATORIES, LLC |
MALIBU CA |
| 1,047 |
| $334.7M |
| $14.8M |
| 4 | NEW-INDY CONTAINERBOARD LLC NEW-INDY CONTAINERBOARD LLC - MILL DIVISION 401K RETIREMENT SAVINGS PLAN | ONTARIO CA | 765 | $135.6M | $9.8M |
| 5 | BOARD OF TRUSTEES, LABOR UNIONS 401(K) PLAN LABOR UNIONS 401K PLAN | SAN DIEGO CA | 3,614 | $73.7M | $7.7M |
| 6 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $7.0M |
| 7 | IDEAL INDUSTRIES, INC. IDEAL INDUSTRIES, INC. 401(K) PLAN | SYCAMORE IL | 483 | $114.6M | $5.2M |
| 8 | NORICAN GROUP US NORICAN GROUP US 401(K) PLAN | LAGRANGE GA | 234 | $36.2M | $3.5M |
| 9 | NEW-INDY CONTAINERBOARD, LLC NEW INDY CONTAINER BOARD PACKAGING 401(K) RETIREMENT PLAN | ONTARIO CA | 1,024 | $56.2M | $3.2M |
| 10 | HARMONIA HOLDINGS GROUP, LLC HARMONIA HOLDINGS GROUP, LLC 401(K) PLAN | MCLEAN VA | 395 | $37.1M | $3.0M |
