Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding US Mad Tgt Ret 2040 I Value Of Int. In Reg. Invest Co. N/A in their Schedule of Assets, totaling $5.0M 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 | BLACKHAWK COMMUNITY CREDIT UNION BLACKHAWK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | JANESVILLE WI | 191 | $14.5M | $2.1M |
| 2 | NATIONAL INSTITUTES OF HEALTH FEDERAL CREDIT UNION NIH FCU 401(K) RETIREMENT SAVINGS PLAN AND TRUST | ROCKVILLE MD | 127 | $18.8M | $1.7M |
| 3 | GOLDENWEST FEDERAL CREDIT UNION |
OGDEN UT |
| 710 |
| $27.0M |
| $1.2M |
