Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Century Retirement Date 2040 Trust I Common/collective trust in their Schedule of Assets, totaling $537K 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 | WORLD CLASS TECHNOLOGY CORPORATION WORLD CLASS TECHNOLOGY 401(K) PLAN | MCMINNVILLE OR | 184 | $5.0M | $391K |
| 2 | HUGHES HUBBARD & REED LLP HUGHES HUBBARD & REED ASSOCIATES' SECTION 401(K) PLAN | NEW YORK NY | 89 | $43.2M | $147K |
