Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American 2040 Target Retirement in their Schedule of Assets, totaling $415K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALUMA-FORM, INC. ALUMA-FORM, INC. 401(K) PLAN | MEMPHIS TN | 312 | $10.8M | $355K |
| 2 | BELOIT COLLEGE RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE | BELOIT WI | 35 | $5.6M | $59K |