Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 273 U.S. retirement plans report holding American Funds 2040 Target Date Retirement fund in their Schedule of Assets, totaling $866.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | HOBBY LOBBY STORES, INC. SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF THE HOBBY LOBBY GROUP | OKLAHOMA CITY OK | 31,651 | $563.8M | $42.0M |
| 5 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $24.7M |
| 6 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $21.4M |
| 7 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $20.8M |
| 8 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $18.3M |
| 9 | CROWE & DUNLEVY, A PROFESSIONAL CORPORATION CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, PROFIT SHARING AND THRIFT PLAN | OKLAHOMA CITY OK | 181 | $188.2M | $13.3M |
| 10 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $12.9M |
