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 Retirement Fund Mutual fund - in their Schedule of Assets, totaling $18.4M 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 | DNOW L.P. NOW INC. 401(K) AND RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,505 | $202.8M | $18.3M |
| 2 | QUANTRELL CADILLAC INC THE QUANTRELL COMPANIES PROFIT SHARING AND THRIFT PLAN | LEXINGTON KY | 121 | $3.8M | $122K |
