Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Registered investment company in their Schedule of Assets, totaling $19.0M 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 | CUSTOMINK, LLC CUSTOMINK, LLC 401(K) SAVINGS PLAN | TYSONS VA | 670 | $84.3M | $11.9M |
| 2 | HARDING ACADEMY HARDING ACADEMY TAX DEFERRED ANNUITY PLAN | NASHVILLE TN | 98 | $16.6M | $3.0M |
| 3 | CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN |
COLUMBUS OH |
| 371 |
| $29.3M |
| $2.1M |
| 4 | PROVIDENT TITLE COMPANY PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ENCINO CA | 94 | $13.7M | $758K |
| 5 | METROPOLITAN MANAGEMENT GROUP METROPOLITAN COMPANIES 401(K) PLAN | WYOMISSING PA | 210 | $4.0M | $540K |
| 6 | TREEHOUSE TREEHOUSE 403(B) RETIREMENT PLAN | SEATTLE WA | 178 | $9.1M | $355K |
| 7 | INDUSTRIAL COMMERCIAL SYSTEMS, INDUSTRIAL COMMERCIAL SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST | VISTA CA | 107 | $5.2M | $297K |
| 8 | CHROMA SYSTEMS SOLUTIONS INC CHROMA SYSTEMS SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST | FOOTHILL RANCH CA | 129 | $8.9M | $109K |
