Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Fund " in their Schedule of Assets, totaling $201.7M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $67.7M |
| 2 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $21.4M |
| 3 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN |
SANDY UT |
| 3,958 |
| $128.2M |
| $18.3M |
| 4 | NINE ENERGY SERVICE, LLC NINE ENERGY SERVICE 401(K) PLAN | HOUSTON TX | 1,077 | $59.7M | $9.1M |
| 5 | TIEGERMAN SCHOOL TIEGERMAN SCHOOL EMPLOYEES RETIREMENT PLAN | GLEN COVE NY | 317 | $42.8M | $7.3M |
| 6 | CCMSI HOLDINGS, INC. CCMSI 401(K) PLAN | DANVILLE IL | 1,552 | $75.6M | $6.7M |
| 7 | APPRISS, INC. APPRISS, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 564 | $49.7M | $6.5M |
| 8 | MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC NORSTELLA 401(K) PROFIT SHARING PLAN | YARDLEY PA | 1,300 | $69.3M | $5.3M |
| 9 | ONEPOINT HRO, LLC ONEPOINT HRO, LLC MULTIPLE EMPLOYER 401(K) PLAN | ENGLEWOOD CO | 2,151 | $44.9M | $5.1M |
| 10 | SAN LUIS AMBULANCE SERVICE, INC. SAN LUIS AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 104 | $23.3M | $5.0M |
