Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TRwPr Retirement 2040 Fund I in their Schedule of Assets, totaling $1.6M 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 | AMADA WELD TECH INC. AMADA WELD TECH INC. 401K PLAN AND TRUST | MONROVIA CA | 172 | $42.3M | $914K |
| 2 | THE JOFFREY BALLET THE JOFFREY BALLET 403(B) RETIREMENT PLAN | CHICAGO IL | 95 | $6.4M | $671K |
