Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Century One Choice 2040 Mutual fund in their Schedule of Assets, totaling $7.0M 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 | MERRILL GARDENS, LLC R.D. MERRILL COMPANIES 401(K) PLAN | SEATTLE WA | 2,857 | $50.4M | $4.0M |
| 2 | G.W. VAN KEPPEL COMPANY G.W. VAN KEPPEL COMPANY RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 278 | $22.6M | $1.4M |
| 3 | XPONENTIAL FITNESS LLC XPONENTIAL FITNESS LLC 401(K) PROFIT SHARING PLAN AND TRUST |
IRVINE CA |
| 461 |
| $12.7M |
| $764K |
| 4 | PIOLAX CORPORATION PIOLAX CORPORATION 401(K) PLAN | CANTON GA | 230 | $15.6M | $638K |
| 5 | PHARMPIX CORP PHARMPIX RETIREMENT PLAN | GUAYNABO PR | 110 | $2.2M | $192K |
| 6 | DONNA MEDICAL CLINIC, P.A. DONNA MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN | MCALLEN TX | 117 | $7.5M | $87K |
