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 Registered Investment Company in their Schedule of Assets, totaling $9.7M 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 | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA WA | 245 | $34.3M | $3.9M |
| 2 | GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA 403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA | SANTA ANA CA | 1,574 | $31.6M | $2.6M |
| 3 |
WALDORF MD |
| 874 |
| $34.2M |
| $2.1M |
| 4 | THE INTEGRAL GROUP, LLC THE INTEGRAL GROUP, LLC 401(K) PLAN | ATLANTA GA | 221 | $10.6M | $1.2M |
