Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding American Funds 2040 Target Date Retirement # in their Schedule of Assets, totaling $57.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $8.0M |
| 2 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $5.7M |
| 3 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN |
BLOOMINGTON MN |
| 168 |
| $69.1M |
| $4.3M |
| 4 | THE CINCINNATI REDS, LLC THE CINCINNATI REDS 401(K) PLAN | CINCINNATI OH | 520 | $52.5M | $3.8M |
| 5 | MNO-BMADSEN MB 401(K) PLAN | DOWAGIAC MI | 306 | $22.4M | $3.1M |
| 6 | ENSINGER, INC. ENSINGER, INC. PROFIT SHARING AND 401(K) PLAN | WASHINGTON PA | 308 | $46.6M | $2.7M |
| 7 | THE DIME BANK THE DIME BANK 401(K) PLAN | HONESDALE PA | 161 | $23.0M | $2.6M |
| 8 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $2.3M |
| 9 | HELIGROUP HOLDINGS, INC. HELIGROUP HOLDINGS, INC. 401(K) PLAN | HOWELL MI | 247 | $19.9M | $2.0M |
| 10 | WESTERN DISTRIBUTING COMPANY WESTERN DISTRIBUTING COMPANY EMPLOYEES' PROFIT SHARING PLAN & TRUST | DENVER CO | 282 | $17.8M | $2.0M |
