Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 7 Empower Trust Company, LLC American Funds 2040 Target Date in their Schedule of Assets, totaling $208K 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 | MEREDITH WEBB PRINTING COMPANY, INC. MEREDITH-WEBB PRINTING COMPANY, INC. 401(K) PROFIT SHARING PLAN | BURLINGTON NC | 97 | $4.7M | $208K |