Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding American Funds 2040 Target Date Mutual fund in their Schedule of Assets, totaling $109.5M 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 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $26.4M |
| 2 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 5,316 | $298.0M | $17.6M |
| 3 | ALVOGEN GROUP, INC. |
NORWICH NY |
| 576 |
| $105.6M |
| $8.4M |
| 4 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $7.7M |
| 5 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $4.0M |
| 6 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #2 | WACO TX | 4,752 | $52.9M | $3.9M |
| 7 | UPLAND HILLS HEALTH, INC. UPLAND HILLS HEALTH 403(B) RETIREMENT PLAN | DODGEVILLE WI | 657 | $78.6M | $3.1M |
| 8 | SILVER BAY SEAFOODS, L.L.C. SILVER BAY SEAFOODS 401(K) PLAN AND TRUST | SEATTLE WA | 958 | $35.3M | $2.9M |
| 9 | FAVORITE HEALTHCARE STAFFING LLC FAVORITE HEALTHCARE STAFFING 401(K) PLAN | OVERLAND PARK KS | 2,105 | $38.6M | $2.6M |
| 10 | BUILD-A-BEAR WORKSHOP, INC. BUILD-A-BEAR WORKSHOP, INC. EMPLOYEE SAVINGS TRUST | ST. LOUIS MO | 2,993 | $44.0M | $2.2M |
