Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds 2040 Target Date Fund R3 - in their Schedule of Assets, totaling $7.0M 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 | CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY MO | 476 | $21.4M | $1.8M |
| 2 | WALTHER FARMS LLC WALTHER FARMS LLC 401(K) PLAN | THREE RIVERS MI | 371 | $13.7M | $1.4M |
| 3 | TOYO SEAT USA CORPORATION |
IMLAY CITY MI |
| 266 |
| $22.2M |
| $978K |
| 4 | HAM, LANGSTON & BREZINA, LLP HAM, LANGSTON & BREZINA, LLP 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 99 | $12.0M | $724K |
| 5 | TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. RETIREMENT AND 401(K) SAVINGS PLAN | ROANOKE VA | 242 | $6.1M | $470K |
| 6 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $416K |
| 7 | ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 112 | $37.6M | $389K |
| 8 | GREENWOOD CHEVROLET, INC. GREENWOOD CHEVROLET, INC. 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 145 | $9.6M | $278K |
| 9 | JR & CO., INC. JR & CO., INC. EMPLOYEES SAVINGS TRUST | KANSAS CITY MO | 271 | $4.2M | $266K |
| 10 | HIRZEL CANNING CO. & FARMS HIRZEL CANNING CO. & FARMS 401(K) RETIREMENT SAVINGS PLAN | NORTHWOOD OH | 136 | $8.3M | $132K |
