Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American 2040 Target Date Retirement Fund in their Schedule of Assets, totaling $17.2M 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 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METAL SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN | SAN JOSE CA | 4,074 | $490.0M | $9.4M |
| 2 | ANTERO RESOURCES CORPORATION ANTERO RESOURCES CORPORATION 401(K) PLAN | DENVER CO | 618 | $100.0M | $6.5M |
| 3 | COLUMBIA VALLEY COMMUNITY HEALTH |
WENATCHEE WA |
| 496 |
| $34.2M |
| $1.4M |
