Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds 2040 Target Retirement in their Schedule of Assets, totaling $101.3M 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 | PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA WI | 4,518 | $635.2M | $69.0M |
| 2 | BRISTOL BAY AREA HEALTH CORPORATION BRISTOL BAY AREA HEALTH CORPORATION RETIREMENT PLAN | DILLINGHAM AK | 377 | $62.6M | $5.3M |
| 3 | GRITMAN MEDICAL CENTER GRITMAN MEDICAL CENTER EMPLOYEE RETIREMENT PLAN |
MOSCOW ID |
| 746 |
| $47.5M |
| $5.2M |
| 4 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND | KANSAS CITY MO | 783 | $63.5M | $5.1M |
| 5 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $4.3M |
| 6 | SAINT ANSELM COLLEGE SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MANCHESTER NH | 519 | $133.3M | $4.1M |
| 7 | HENLEY ENTERPRISES, INC. HENLEY COMPANIES 401(K) SAVINGS PLAN | NEWTON HIGHLANDS MA | 3,062 | $53.8M | $2.2M |
| 8 | BELOIT COLLEGE BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | BELOIT WI | 230 | $60.5M | $2.2M |
| 9 | COLUMBIA ACADEMY, INC. COLUMBIA ACADEMY 403(B) EMPLOYEE SAVINGS AND RETIREMENT PLAN | COLUMBIA TN | 149 | $6.7M | $1.1M |
| 10 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $945K |
