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 Mutual Funds in their Schedule of Assets, totaling $4.4M 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 | TITAN TRAILER MANUFACTURING, INC. TITAN EMPLOYEE 401(K) PLAN | WATERVILLE KS | 195 | $13.4M | $2.7M |
| 2 | J.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST | JACKSONVILLE FL | 291 | $17.8M | $1.0M |
| 3 | UNITED PLATE GLASS COMPANY, INC. |
BUTLER PA |
| 194 |
| $9.8M |
| $693K |
