Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2040 Target Date Fund Registered investment company (y) in their Schedule of Assets, totaling $3.8M 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 | SIGNATURE PARTNERS, INC. SIGNATURE 4 / FORTY NINE DEGREES/VISIONARY PARTNERS LTD 401(K) PLAN | COLDWATER OH | 188 | $19.2M | $3.4M |
| 2 | MINSTER BANK MINSTER BANK PROFIT SHARING PLAN | MINSTER OH | 92 | $27.7M | $304K |
| 3 | CLINIC SECURITY AND LOGISTICS, INC. FULL CIRCLE RECOVERY SERVICES 401(K) PLAN |
DAYTON OH |
| 183 |
| $1.2M |
| $134K |
