Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds AF TRGT DATE 2040 R4 in their Schedule of Assets, totaling $18.0M 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 | 1-800-FLOWERS TEAM SERVICES, INC. 1-800-FLOWERS TEAM SERVICES, INC. PROTOTYPE 401(K) PROFIT-SHARING PLAN | JERICHO NY | 3,845 | $218.4M | $12.6M |
| 2 | BANKSOUTH BANKSOUTH'S 401(K) PLAN | GREENSBORO GA | 296 | $36.6M | $2.9M |
| 3 | ACHILLES USA, INC. ACHILLES USA, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
EVERETT WA |
| 187 |
| $18.0M |
| $1.4M |
| 4 | CHARLES N WHITE CONSTRUCTION CO WHITE CONSTRUCTION COMPANY 401-K PLAN | RIDGELAND MS | 128 | $17.5M | $914K |
| 5 | 1-800-FLOWERS TEAM SERVICES, INC. 1-800-FLOWERS TEAM SERVICES, INC. 40I(K) PLAN | JERICHO NY | 1,934 | $3.1M | $135K |
