Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Century Retirement Date 2040 Trust Common Collective Trust in their Schedule of Assets, totaling $52.6M 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 | COBHAM BENEFITS HOLDING, LLC CAES 401(K) PLAN | WILMINGTON DE | 222 | $762.4M | $19.5M |
| 2 | CAES SYSTEMS LLC CAES 401(K) PLAN | SAN JOSE CA | 3,458 | $764.9M | $15.9M |
| 3 | CAES SYSTEMS LLC COBHAM UNITED STATES 401(K) PLAN | SAN JOSE CA |
| 3,593 |
| $773.8M |
| $15.8M |
| 4 | HUGHES HUBBARD & REED LLP HUGHES HUBBARD & REED DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 296 | $289.1M | $1.4M |
