Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TRP Retire 2040 Adv Mutual Fund in their Schedule of Assets, totaling $7.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNITY BRIDGES, INC. COMMUNITY BRIDGES, INC. 401(K) PLAN | MESA AZ | 2,043 | $30.7M | $3.9M |
| 2 | TEAM VELOCITY MARKETING, LLC TEAM VELOCITY MARKETING, LLC 401(K) PLAN | HERNDON VA | 745 | $27.2M | $2.0M |
| 3 | ESSENTIAL ACCESS HEALTH THE ESSENTIAL ACCESS HEALTH EMPLOYEE RETIREMENT PLAN |
LOS ANGELES CA |
| 70 |
| $11.3M |
| $1.4M |
