Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding YOURPATH ISHARES 2040 MODERATE in their Schedule of Assets, totaling $39.6M 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 | THE VALLEY HOSPITAL 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL | PARAMUS NJ | 6,085 | $1.1B | $33.9M |
| 2 | VALLEY HOME CARE, INC. VALLEY HOME CARE, INC. 401(K) SAVINGS PLAN | PARAMUS NJ | 476 | $43.7M | $2.9M |
| 3 | CHILD DEVELOPMENT CENTER OF NATRONA COUNTY |
CASPER WY |
| 120 |
| $8.3M |
| $2.3M |
| 4 | VALLEY HOME CARE, INC. VALLEY HOME CARE, INC. DEFINED CONTRIBUTION PENSION PLAN | PARAMUS NJ | 114 | $15.7M | $420K |
