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 MUTUAL FUNDS in their Schedule of Assets, totaling $14.0M 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 | TREND MICRO, INCORPORATED TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN | IRVING TX | 937 | $222.8M | $12.9M |
| 2 | TEAM BRANDT, LLC TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN | SPRINGFIELD IL | 678 | $88.0M | $677K |
| 3 | MERCURY AVIATION COMPANIES, LLC MERCURY AVIATION 401(K) PLAN |
TORRANCE CA |
| 122 |
| $6.6M |
| $140K |
| 4 | MICHIGAN HEALTHCARE PROFESSIONALS, P.C. MICHIGAN HEALTHCARE PROFESSIONALS, P.C. 401(K) PLAN AND TRUST | FARMINGTON HILLS MI | 1,780 | $68.9M | $129K |
| 5 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $83K |
| 6 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN | CLINTON TOWNSHIP MI | 338 | $42.5M | $39K |
| 7 | DYNAMIC RESOURCE GROUP, INC. DYNAMIC RESOURCE GROUP EMPLOYEES RETIREMENT PLAN | BERNE IN | 438 | $33.4M | $25K |
| 8 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY STORE EMPLOYEES | ERIE PA | 920 | $1.3M | $24K |
