Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds 2040 Target Date - in their Schedule of Assets, totaling $56.0M 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 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN | MADISON WI | 765 | $93.1M | $9.7M |
| 2 | HINO MOTORS MANUFACTURING U.S.A., INC. HINO MOTORS MANUFACTURING U.S.A., INC. 401(K) PROFIT SHARING PLAN | NOVI MI | 2,069 | $55.1M | $7.3M |
| 3 | COMPREHENSIVE CARE SERVICES, INC. |
PLYMOUTH MI |
| 828 |
| $83.5M |
| $6.5M |
| 4 | DEMOCRACY PREP PUBLIC SCHOOLS, INC. DEMOCRACY PREP PUBLIC SCHOOLS, 403(B) RETIREMENT PLAN | NEW YORK NY | 767 | $34.3M | $4.1M |
| 5 | PLANET TECHNOLOGIES, INC. PLANET TECHNOLOGIES 401(K) PLAN | GAITHERSBURG MD | 371 | $25.0M | $3.2M |
| 6 | SAVINGS BANK OF MENDOCINO COUNTY SAVINGS BANK OF MENDOCINO COUNTY 401(K) AND PROFIT SHARING PLAN | UKIAH CA | 177 | $24.7M | $2.7M |
| 7 | SIDNEY HEALTH CENTER SIDNEY HEALTH CENTER PENSION PLAN | SIDNEY MT | 610 | $32.1M | $2.7M |
| 8 | THE CAFARO COMPANY THE CAFARO COMPANY RETIREMENT SAVINGS TRUST AND PLAN | NILES OH | 577 | $17.8M | $2.2M |
| 9 | DAKOTALAND FEDERAL CREDIT UNION DAKOTALAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST | HURON SD | 173 | $19.2M | $1.9M |
| 10 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $1.8M |
