Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire Mutual funds - in their Schedule of Assets, totaling $7.9M 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 | CUSHING TERRELL CUSHING TERRELL 401(K) RETIREMENT PLAN | BILLINGS MT | 497 | $91.6M | $7.1M |
| 2 | PCT ENTERPRISES, INC. PRECISION CABINETS 401(K) PLAN | BRENTWOOD CA | 243 | $22.8M | $752K |
