Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TRP TARGET 2040 I Mutual Fund in their Schedule of Assets, totaling $39.7M 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 | AIRBUS AMERICAS, INC. AIRBUS AMERICAS, INC. 401(K) SAVINGS PLAN | HERNDON VA | 1,647 | $443.5M | $32.0M |
| 2 | AIRBUS AMERICAS, INC. AIRBUS AMERICAS, INC. MANUFACTURING 401(K) PLAN | HERNDON VA | 2,078 | $99.4M | $6.6M |
| 3 | GURSTEL LAW FIRM P.C. GURSTEL LAW FIRM P.C. 401(K) PROFIT SHARING PLAN AND TRUST |
GOLDEN VALLEY MN |
| 340 |
| $12.2M |
| $608K |
| 4 | ZWILLING J.A. HENCKELS, LLC ZWILLING J.A. HENCKELS, LLC 401(K) PLAN | PLEASANTVILLE NY | 548 | $22.1M | $449K |
