Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire Mutual fund in their Schedule of Assets, totaling $4.7M 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 | INTEVAC, INC. INTEVAC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 51 | $44.4M | $2.3M |
| 2 | MANHATTAN RETIREMENT FOUNDATION, IN MEADOWLARK HILLS EMPLOYEES SAVINGS TRUST | MANHATTAN KS | 335 | $7.5M | $855K |
| 3 | JES TECH JES TECH 401(K) PLAN |
HOUSTON TX |
| 229 |
| $12.6M |
| $683K |
| 4 | LONE STAR AEROSPACE, INC. LONE STAR AEROSPACE, INC. RETIREMENT SAVINGS PLAN | ADDISON TX | 129 | $17.2M | $546K |
| 5 | IMMANUEL LUTHERAN CORPORATION IMMANUEL LUTHERAN 401(K) PLAN | KALISPELL MT | 0 | $0 | $137K |
| 6 | CCK AUTOMATIONS, LLC CCK AUTOMATIONS LLC 401(K) RETIREMENT PLAN | JACKSONVILLE IL | 214 | $5.4M | $71K |
| 7 | PAINT SUNDRIES SOLUTIONS, INC. PAINT SUNDRIES SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 105 | $16.2M | $53K |
