Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Century One Choice 2040 Portfolio Mutual Fund in their Schedule of Assets, totaling $621K 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 | SUMMIT MEDICAL, LLC. INNOVIA MEDICAL 401K PLAN | ST. PAUL MN | 132 | $8.5M | $621K |
