Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $114.9M 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 | FLEXTRONICS INTERNATIONAL USA, INC. FLEX 401(K) PLAN | AUSTIN TX | 10,524 | $1.2B | $61.1M |
| 2 | XPERI INC. XPERI INC. 401(K) PLAN | CALABASAS CA | 695 | $387.6M | $23.3M |
| 3 | CONNEXITY, INC. TABOOLA AND CONNEXITY 401(K) PLAN | SANTA MONICA CA |
| 459 |
| $95.7M |
| $6.1M |
| 4 | SB INVESTMENT ADVISERS (US) INC. SB US 401(K) PLAN | MENLO PARK CA | 746 | $132.9M | $3.8M |
| 5 | GAVIN DE BECKER & ASSOCIATES, L.P GAVIN DE BECKER & ASSOCIATES, L.P 401(K) PLAN | SAN ANTONIO TX | 622 | $35.3M | $3.2M |
| 6 | MOCEAN, LLC MOCEAN RETIREMENT PLAN | LOS ANGELES CA | 163 | $25.3M | $2.7M |
| 7 | CYPRESS CREEK RENEWABLES, LLC CYPRESS CREEK 401(K) PLAN | SANTA MONICA CA | 401 | $50.8M | $2.6M |
| 8 | ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 376 | $332.7M | $2.6M |
| 9 | TORRID LLC TORRID 401(K) PLAN | CITY OF INDUSTRY CA | 6,113 | $29.3M | $2.4M |
| 10 | ADEIA INC. ADEIA 401(K) PLAN | SAN JOSE CA | 146 | $34.6M | $2.3M |
