American Funds 2040 TD
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 501 retirement plans report an interest in this investment, totaling $445.2M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
501
Reported interest (EOY)
$445.2M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: American Funds 2040 TD, American Fund 2040 TD. Counts combine all variants of the same investment.
Plans holding American Funds 2040 TDranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $23.6M |
| 2 | CENTRAL PROCESSING CORP. CENTRAL PROCESSING CORP. RETIREMENT PLAN | MARATHON WI | 1,569 | $92.6M | $11.1M |
| 3 | PLAN FIDUCIARY SERVICES, INC. THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER FL | 10,921 | $97.4M | $8.1M |
| 4 | QUALITY BRANDS DISTRIBUTION, LLC QUALITY BRANDS DISTRIBUTION, LLC 401(K) RETIREMENT PLAN | OMAHA NE | 409 | $43.5M | $7.9M |
| 5 | NOBLE HOUSE HOTELS & RESORTS, LTD. NOBLE HOUSE HOTELS & RESORTS, LTD. 401(K) PLAN | KIRKLAND WA | 2,539 | $57.9M | $7.0M |
| 6 | UNITED COAL COMPANY, LLC UNITED COAL COMPANY LLC 401(K) SAVINGS PLAN | JOHNSON CITY TN | 650 | $54.6M | $6.3M |
| 7 | ESI HOLDINGS, INC. ESI HOLDINGS, INC. 401(K) PLAN | MERIDIAN ID | 1,112 | $47.1M | $6.1M |
| 8 | MVT HOLDINGS, LLC MVT 401K PLAN | LAS CRUCES NM | 2,670 | $39.1M | $5.5M |
| 9 | WEST WICHITA FAMILY PHYSICIANS, P.A. WEST WICHITA FAMILY PHYSICIANS, P.A. PROFIT SHARING PLAN AND 401(K) | WICHITA KS | 193 | $75.0M | $5.0M |
| 10 | COLUMBIA SOUTHERN EDUCATION GROUP THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN | ORANGE BEACH AL | 958 | $35.8M | $5.0M |
See all 501 plans holding American Funds 2040 TD
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro