Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding American Funds 2040 Target Date Fund Mutual fund in their Schedule of Assets, totaling $125.2M 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 | VEEVA SYSTEMS INC. VEEVA SYSTEMS INC. 401(K) PLAN | PLEASANTON CA | 3,977 | $460.9M | $36.0M |
| 2 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $21.8M |
| 3 | Q SERVICES, LLC Q SERVICES 401(K) PROFIT SHARING PLAN |
OVERLAND PARK KS |
| 3,234 |
| $112.4M |
| $11.0M |
| 4 | NEUROPACE, INC. NEUROPACE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 185 | $39.7M | $5.8M |
| 5 | PEDIATRUST, LLC PEDIATRUST, LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTHBROOK IL | 252 | $43.3M | $3.8M |
| 6 | CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | HOUSTON TX | 158 | $34.7M | $3.8M |
| 7 | VANTAGE POINT SOLUTIONS, INC. VANTAGE POINT SOLUTIONS 401(K) PLAN | MITCHELL SD | 376 | $34.2M | $3.5M |
| 8 | JEFF WYLER AUTOMOTIVE FAMILY, INC. JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST | MILFORD OH | 1,506 | $60.9M | $3.4M |
| 9 | SUNFLOWER ELECTRIC POWER CORPORATION SUNFLOWER ELECTRIC POWER CORPORATION 401(K) PLAN | HAYS KS | 460 | $51.6M | $3.1M |
| 10 | HOSPITALITY STAFFING II LLC HOSPITALITY STAFFING 401K PLAN | CHICAGO IL | 4,893 | $25.1M | $2.6M |
