Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Target Retirement 2040 Inv N/R in their Schedule of Assets, totaling $10.4M 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 | PTC ALLIANCE LLC PTC ALLIANCE LLC 401(K) PLAN | WEXFORD PA | 636 | $56.8M | $6.5M |
| 2 | PTC ALLIANCE LLC PTC ALLIANCE LLC UNION RETIREMENT SAVINGS PLAN | WEXFORD PA | 653 | $49.8M | $3.9M |
