Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds 2040 Target Date in their Schedule of Assets, totaling $12.3M 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 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $6.5M |
| 2 | BAISCH ENGINEERING INC. BAISCH ENGINEERING INC. EMPLOYEES' PROFIT SHARING PLAN | KAUKAUNA WI | 79 | $30.4M | $1.6M |
| 3 | PACIFIC INDUSTRIES USA |
FAIRFIELD OH |
| 1,190 |
| $16.3M |
| $1.2M |
| 4 | WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN | HETTINGER ND | 300 | $27.4M | $903K |
| 5 | CHOICE SCHOOLS ASSOCIATES, LLC CHOICE SCHOOLS PROFIT SHARING PLAN | WYOMING MI | 994 | $24.1M | $581K |
| 6 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $459K |
| 7 | STAR COMMUNITY, INC. STAR COMMUNITY, INC. | HAGERSTOWN MD | 123 | $1.8M | $346K |
| 8 | ALLIANCE DUTY FREE, LLC DUFRY PUERTO RICO RETIREMENT PLAN | CAROLINA PR | 107 | $3.9M | $335K |
| 9 | ANDERSON HOLDING COMPANY, INC. ANDERSON HOLDING COMPANY, INC. 401(K) PLAN AND TRUST | AUGUSTA GA | 308 | $1.9M | $212K |
| 10 | IOWA TRIBE OF KANSAS AND NEBRASKA IOWA TRIBE OF KANSAS AND NEBRASKA EMPLOYEES SAVINGS TRUST | WHITE CLOUD KS | 140 | $1.2M | $101K |
