Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Fund Registered investment company in their Schedule of Assets, totaling $49.9M 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 | HP HOOD LLC HP HOOD LLC RETIREMENT SAVINGS PLAN | LYNNFIELD MA | 2,951 | $452.2M | $25.9M |
| 2 | ALS GROUP USA, CORP. ALS GROUP USA 401(K) PLAN | HOUSTON TX | 829 | $114.4M | $9.0M |
| 3 | INTELLIGENT MEDICAL OBJECTS, INC. IMO EMPLOYEE RETIREMENT PLAN |
ROSEMONT IL |
| 306 |
| $45.6M |
| $6.1M |
| 4 | SKYLINE CONSTRUCTION ENTERPRISES, INC. SKYLINE CONSTRUCTION ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 272 | $36.7M | $4.6M |
| 5 | KAMCO SUPPLY CORPORATION OF NEW ENGLAND KAMCO SUPPLY CORP OF NEW ENGLAND RETIREMENT PLAN | WALLINGFORD CT | 267 | $29.6M | $1.4M |
| 6 | ATRIO HEALTH PLANS, INC. ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN | SALEM OR | 108 | $7.1M | $937K |
| 7 | LAKE COUNTY TRIBAL HEALTH CONS LAKE COUNTY TRIBAL HEALTH CONS 401(K) PROFIT SHARING PLAN & TRUST | LAKEPORT CA | 285 | $7.7M | $599K |
| 8 | RIPPLE EFFECT COMMUNICATIONS, INC. RIPPLE EFFECT COMMUNICATIONS RETIREMENT SAVINGS PLAN | ROCKVILLE MD | 111 | $7.6M | $467K |
| 9 | KAYAL MEDICAL GROUP LLC KAYAL MEDICAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | FRANKLIN LAKES NJ | 170 | $12.3M | $442K |
| 10 | EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC. EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC. 403(B) PLAN | MELBOURNE FL | 244 | $3.0M | $317K |
