Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2040 Mutual Fund - in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOLTON PARTNERS, INC. BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TOWSON MD | 126 | $55.2M | $1.8M |
| 2 | KING INDUSTRIES, INC. KING INDUSTRIES, INC. 401(K) RETIREMENT PLAN | NORWALK CT | 258 | $43.9M | $1.3M |
| 3 | AUTO LENDERS LIQUIDATION CENTER, INC. |
VOORHEES NJ |
| 383 |
| $19.9M |
| $421K |
| 4 | BOSTON HIGASHI SCHOOL, INC BOSTON HIGASHI SCHOOL RETIREMENT SAVINGS PLAN | RANDOLPH MA | 343 | $33.1M | $34K |
| 5 | ST. JOSEPH INFANT & MATERNITY HOME DBA ST. JOSEPH HOME OF CINCINNATI SJH RETIREMENT PLAN | CINCINNATI OH | 238 | $4.2M | $1K |
