Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds 2040 TD* in their Schedule of Assets, totaling $17.5M 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 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $4.0M |
| 2 | PATHWAYS INC PATHWAYS, INCORPORATED EMPLOYEES' RETIREMENT PLAN | CORNING NY | 496 | $18.2M | $1.8M |
| 3 | HOME FURNITURE COMPANY OF LAFAYETTE, INC |
LAFAYETTE LA |
| 218 |
| $11.7M |
| $1.7M |
| 4 | PEARSON DENTAL SUPPLIES, INC. PEARSON DENTAL SUPPLIES, INC. 401(K) PLAN | SYLMAR CA | 206 | $15.2M | $1.6M |
| 5 | FHC, INC. FHC, INC. 401(K) PLAN | BOWDOIN ME | 105 | $8.5M | $1.1M |
| 6 | CHAUVET & SONS, LLC. CHAUVET & SONS, LLC 401(K) PROFIT SHARING PLAN | DAVIE FL | 260 | $13.1M | $1.0M |
| 7 | TONIX PHARMACEUTICALS HOLDING CORP. TONIX PHARMACEUTICALS HOLDING CORP. 401(K) PLAN | CHATHAM NJ | 65 | $13.7M | $977K |
| 8 | RHP STAFFING COMPANY RHP STAFFING COMPANY 401(K) PLAN | FARMINGTON HILLS MI | 965 | $12.3M | $823K |
| 9 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $811K |
| 10 | PROVIDER PARTNERS MANAGEMENT SERVICES, LLC PROVIDER PARTNERS MANAGEMENT SERVICES, LLC 401(K) PLAN | LINTHICUM HEIGHTS MD | 345 | $6.9M | $749K |
