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 Retirement in their Schedule of Assets, totaling $6.2M 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 | 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 |
| 2 | COLUMBIA ACADEMY, INC. COLUMBIA ACADEMY 403(B) EMPLOYEE SAVINGS AND RETIREMENT PLAN | COLUMBIA TN | 149 | $6.7M | $1.1M |
| 3 | VALERA HEALTH, INC. |
BROOKLYN NY |
| 243 |
| $1.6M |
| $68K |
