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 Registered investment company in their Schedule of Assets, totaling $2.7M 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 | FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK | BELLINGHAM WA | 510 | $108.8M | $2.0M |
| 2 | CHRISTOPHER COMMUNITY, INC. CHRISTOPHER COMMUNITY, INC 403(B) PLAN | SYRACUSE NY | 172 | $3.1M | $320K |
| 3 | UNIVERSITY MECHANICAL CONTRACTORS, INC. |
LYNNWOOD WA |
| 195 |
| $35.7M |
| $229K |
| 4 | WILLAMETTE VALLEY VINEYARDS INC. WILLAMETTE VALLEY VINEYARDS INC. 401(K) PROFIT SHARING PLAN AND TRUST | TURNER OR | 198 | $4.3M | $136K |
