Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds 2040 - in their Schedule of Assets, totaling $33.7M 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 | HIKMA PHARMACEUTICALS USA INC. HIKMA PHARMACEUTICALS USA INC. 401(K) RETIREMENT PLAN | BERKELEY HEIGHTS NJ | 2,237 | $274.8M | $26.9M |
| 2 | AUTODIE LLC AUTODIE LLC 401(K) PLAN | GRAND RAPIDS MI | 165 | $40.1M | $3.0M |
| 3 | THE AVE MARIA FOUNDATION THE AVE MARIA 401(K) PLAN |
ANN ARBOR MI |
| 720 |
| $27.0M |
| $2.0M |
| 4 | MIX TALENT, LLC MIX TALENT, LLC 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 85 | $8.2M | $547K |
| 5 | NORWICH CONVALESCENT HOME, INC NORWICHTOWN AND NEW LONDON REHAB & CARE CENTER 401(K) PLAN | NORWICH CT | 316 | $2.2M | $416K |
| 6 | ARNOLD COMPANIES, INC. ARNOLD COMPANIES, INC. 401(K) PROFIT SHARING PLAN | KIMBALL MN | 262 | $28.7M | $333K |
| 7 | FRANK G. LOVE ENVELOPES, INC. FRANK G. LOVE ENVELOPES EMPLOYEE 401(K) PROFIT SHARING PLAN | TULSA OK | 152 | $5.9M | $250K |
| 8 | AVE MARIA UNIVERSITY AVE MARIA 403(B) RETIREMENT PLAN | AVE MARIA FL | 76 | $11.8M | $197K |
| 9 | DART BANK DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MASON MI | 291 | $31.0M | $43K |
| 10 | BRISTOL BAY NATIVE ASSOCIATION BRISTOL BAY NATIVE ASSOCIATION 401(K) PLAN | DILLINGHAM AK | 124 | $9.0M | $27K |
