Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds 2040 Target Date Fund R4 " in their Schedule of Assets, totaling $37.6M 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 | MCNAMARA/SALVIA, INC. MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST | BOSTON MA | 114 | $31.6M | $8.2M |
| 2 | TEECOM TEECOM 401(K) PLAN | SAN FRANCISCO CA | 131 | $28.3M | $4.6M |
| 3 | CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, P.L.L.C PROFIT SHARING PLAN |
HUNTERSVILLE NC |
| 144 |
| $38.3M |
| $4.4M |
| 4 | YAKIMA VALLEY FARM WORKERS CLINIC YAKIMA VALLEY FARM WORKERS CLINIC PROFIT SHARING PLAN | YAKIMA WA | 1,930 | $46.9M | $3.2M |
| 5 | MCFARLAND-JOHNSON, INC. MCFARLAND-JOHNSON, INC. SAVINGS PLAN | BINGHAMTON NY | 211 | $38.6M | $3.0M |
| 6 | SYCAMORES SYCAMORES 401(K) PLAN | LOS ANGELES CA | 530 | $48.5M | $2.7M |
| 7 | YARK AUTOMOTIVE GROUP YARK AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN | TOLEDO OH | 446 | $46.7M | $2.2M |
| 8 | ST. CLOUD REFRIGERATION COMPANY ST. CLOUD REFRIGERATION COMPANY PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 201 | $49.9M | $1.5M |
| 9 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $1.3M |
| 10 | H.M. CRAGG COMPANY H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN | EDINA MN | 157 | $12.4M | $1.2M |
