Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2040 Mutual Funds in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PARTNERS HAIR DESIGN GROUP, INC. PHD, INC. PROFIT SHARING PLAN | MCLEAN VA | 230 | $14.8M | $2.6M |
| 2 | SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT AZ | 273 | $7.3M | $773K |
| 3 | YODER'S MEATS, INC. YODER'S MEATS, INC. 401(K) PROFIT SHARING PLAN |
NEW HOLLAND PA |
| 129 |
| $10.4M |
| $208K |
