Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 238 U.S. retirement plans report holding American Funds 2040 Target Date Retirement fund in their Schedule of Assets, totaling $758.1M 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 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $114.8M |
| 2 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $67.7M |
| 3 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN |
LOUISVILLE KY |
| 43,434 |
| $794.2M |
| $50.0M |
| 4 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $24.7M |
| 5 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $21.4M |
| 6 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $20.8M |
| 7 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $18.3M |
| 8 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $12.9M |
| 9 | PUMA NORTH AMERICA, INC. PUMA NORTH AMERICA, INC. 401(K) PLAN | SOMERVILLE MA | 2,825 | $129.6M | $12.5M |
| 10 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $12.1M |
