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 Retire in their Schedule of Assets, totaling $4.3M 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 | PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION PARKER JEWISH INSTITUTE RETIREMENT SAVINGS PLAN | NEW HYDE PARK NY | 911 | $35.3M | $2.0M |
| 2 | CASS SCREW MACHINE PRODUCTS, LLC HEARTLAND EQUITY PARTNERS 401(K) PLAN | BROOKLYN CENTER MN | 272 | $21.5M | $1.4M |
| 3 | WICHITA KENWORTH, INC. |
PARK CITY KS |
| 246 |
| $8.1M |
| $814K |
