Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2040 Target Date Fund N/R in their Schedule of Assets, totaling $12.7M 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 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,431 | $134.7M | $10.0M |
| 2 | ZIMBRICK, INC. ZIMBRICK, INC. RETIREMENT SAVINGS PLAN | MADISON WI | 904 | $130.3M | $1.0M |
| 3 | GUSTMAN CHEVROLET SALES, INC. GUSTMAN EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN |
KAUKAUNA WI |
| 130 |
| $35.8M |
| $983K |
| 4 | AFFILIATED FAMILY DENTIST PC AFFILIATED FAMILY DENTIST PC 401(K) PROFIT SHARING PLAN & TRUST | MISHAWAKA IN | 218 | $6.8M | $728K |
