Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERICAN FUNDS 2040 TARGET MUTUAL FUNDS in their Schedule of Assets, totaling $13.0M 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 | TREND MICRO, INCORPORATED TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN | IRVING TX | 937 | $222.8M | $12.9M |
| 2 | MERCURY AVIATION COMPANIES, LLC MERCURY AVIATION 401(K) PLAN | TORRANCE CA | 122 | $6.6M | $140K |
| 3 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN |
CLINTON TOWNSHIP MI |
| 338 |
| $42.5M |
| $39K |
