Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2040 Target Retirement Date in their Schedule of Assets, totaling $3.1M 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 | HILLER, LLC DBA HILLER PLUMBING, HEATING, COOLING & ELECTRICAL HILLER, LLC 401(K) PLAN | NASHVILLE TN | 782 | $17.4M | $2.4M |
| 2 | VEKA HOLDINGS, INC. VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | FOMBELL PA | 863 | $84.2M | $707K |
