Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 18 *Capital Bank and Trust Company American Funds 2040 Target Date Retirement Fund in their Schedule of Assets, totaling $236K 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 | GMS CONCRETE SPECIALISTS, INC. GMS CONCRETE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 127 | $5.0M | $236K |
