Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2040 Retirement Fund in their Schedule of Assets, totaling $9.0M 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 | WYATT, TARRANT & COMBS, LLP WYATT, TARRANT & COMBS, LLP PROFIT SHARING PLAN | LOUISVILLE KY | 188 | $125.0M | $8.7M |
| 2 | ENNIS CENTER FOR CHILDREN, INC. 403(B) THRIFT PLAN OF ENNIS CENTER FOR CHILDREN, INC. | FLINT MI | 164 | $3.0M | $354K |
