Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Century Investments Am Cent Retire Dt 2040 Trust XII in their Schedule of Assets, totaling $80.6M 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 | LOCKTON, INC. LOCKTON, INC. 401(K) PLAN | KANSAS CITY MO | 7,058 | $1.4B | $80.6M |
