Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds 2040 Target Date Pooled separate account in their Schedule of Assets, totaling $6.8M 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 | WISCONSIN VISION, INC. WISCONSIN VISION, INC. 401(K) PROFIT SHARING PLAN | NEW BERLIN WI | 235 | $19.2M | $1.4M |
| 2 | RIVER BANK AND TRUST RIVER BANK AND TRUST 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | PRATTVILLE AL | 327 | $24.5M | $1.3M |
| 3 | ZAREMBA MANAGEMENT COMPANY |
FAIRVIEW PARK OH |
| 124 |
| $8.8M |
| $915K |
| 4 | WESTERN PACIFIC BUILDING MATERIALS, INC. WESTERN PACIFIC BUILDING MATERIALS, INC. SALARY SAVINGS PLAN | VANCOUVER WA | 366 | $15.7M | $805K |
| 5 | SYSTEM RESOURCES TELECOM, LLC SYSTEM RESOURCES TELECOM 401(K) PLAN | BATON ROUGE LA | 212 | $4.3M | $786K |
| 6 | HOSPICE FOUNDATION OF GREATER BATON ROUGE HOSPICE FOUNDATION OF GREATER BATON ROUGE 401K PLAN | BATON ROUGE LA | 143 | $6.0M | $737K |
| 7 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN | KANSAS CITY KS | 189 | $13.1M | $580K |
| 8 | DEER MANAGEMENT SYSTEMS LLC DEER MANAGEMENT SYSTEMS RETIREMENT PLAN | DECORAH IA | 392 | $3.7M | $193K |
| 9 | YZER LLC YZER, LLC 401(K) PROFIT SHARING PLAN | TAMPA FL | 428 | $551K | $10K |
