Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American 2040 Tdate Fund Mutual Fund N/A in their Schedule of Assets, totaling $294K 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 | HURON AREA CENTER FOR INDEPENDENCE HURON AREA CENTER FOR INDEPENDENCE 403(B) PLAN | HURON SD | 220 | $16.2M | $294K |
