Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Target Retirement 2040 Inv Fund in their Schedule of Assets, totaling $74.8M 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 | IBEW LOCAL UNION NO. 124 I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN | KANSAS CITY MO | 3,754 | $447.2M | $74.8M |
