Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Fund Class R-3 in their Schedule of Assets, totaling $4.8M 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 | HCC MARKETING INC. HOLT'S CIGAR CO., INC. 401(K) SAVINGS PLAN | PHILADELPHIA PA | 113 | $18.2M | $2.7M |
| 2 | HEIGHTS TOWER SERVICE, INC. HEIGHTS TOWER SERVICE INC 401 K PROFIT SHARING PLAN TRUST | FREDERICKTOWN OH | 97 | $5.4M | $944K |
| 3 | ALL TRUCK TRANSPORTATION CO., INC. |
CHICAGO IL |
| 299 |
| $13.8M |
| $648K |
| 4 | ILLUMINATIONS INC ILLUMINATIONS INC 401(K) PROFIT SHARING PLAN & TRUST | WEST CHESTER PA | 131 | $8.5M | $317K |
| 5 | HUDSON VALLEY LIGHTING INC HUDSON VALLEY LIGHTING INC 401(K) PROFIT SHARING PLAN & TRUST | WAPPINGERS FALLS NY | 170 | $7.0M | $195K |
