Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds AF Target Date 2040 in their Schedule of Assets, totaling $8.7M 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 | RUDOLPH FOODS COMPANY, INC. RUDOLPH FOODS COMPANY, INC. 401(K) RETIREMENT PLAN | LIMA OH | 824 | $40.8M | $3.0M |
| 2 | ALECTO HEALTHCARE SERVICES LLC ALECTO HEALTHCARE SERVICES 401(K) RETIREMENT SAVINGS PLAN | GLENDALE CA | 506 | $39.5M | $2.9M |
| 3 | JAYNES, REITMEIER, BOYD & THERRELL, P.C. |
WACO TX |
| 116 |
| $18.5M |
| $2.3M |
| 4 | WARDLAW CLAIMS SERVICES, LLC WARDLAW COMPANIES 401(K) PLAN | WACO TX | 215 | $1.9M | $250K |
| 5 | AUTISM DELAWARE INC. AUTISM DELAWARE INC. 401(K) PLAN | NEWARK DE | 99 | $1.6M | $141K |