Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2040 TD Mutual Fund in their Schedule of Assets, totaling $5.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POINTE GROUP CARE, LLC POINTE GROUP CARE 401(K) PLAN | STOUGHTON MA | 1,246 | $23.6M | $2.9M |
| 2 | ZOLADZ CONSTRUCTION CO., INC. ZOLADZ CONSTRUCTION CO., INC. 401(K) SAVINGS PLAN | ALDEN NY | 266 | $11.7M | $1.7M |
| 3 | SHELLBACK HOLDINGS, LLC SHELLBACK HOLDINGS, LLC 401(K) PLAN |
COOPERSBURG PA |
| 93 |
| $8.6M |
| $975K |
| 4 | MKS2, LLC MKS2, LLC RETIREMENT PLAN | AUSTIN TX | 719 | $8.3M | $27K |
