Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding American Funds 2040 Target date Fund in their Schedule of Assets, totaling $150.3M 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 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $28.8M |
| 2 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $9.7M |
| 3 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN |
DETROIT MI |
| 1,547 |
| $335.3M |
| $9.5M |
| 4 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $9.1M |
| 5 | VIRGIN PULSE, INC. VIRGIN PULSE, INC. 401(K) PLAN | PROVIDENCE RI | 2,337 | $155.8M | $8.3M |
| 6 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $7.9M |
| 7 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $6.5M |
| 8 | CELLULAR SALES OF KNOXVILLE, INC. CELLULAR SALES OF KNOXVILLE, INC. 401(K) PLAN | KNOXVILLE TN | 4,589 | $90.7M | $5.9M |
| 9 | PREMIER PACKAGING, LLC PREMIER PACKAGING, LLC 401(K) PLAN | LOUISVILLE KY | 814 | $35.3M | $5.1M |
| 10 | POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY 401(K) PLAN | PIPERTON TN | 283 | $97.0M | $4.5M |
