Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds American Funds 2040 in their Schedule of Assets, totaling $13.1M 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 | GLENS FALLS HOSPITAL THE GLENS FALLS HOSPITAL PARTNERSHIP PLAN | GLENS FALLS NY | 2,305 | $277.5M | $6.2M |
| 2 | HACKLEY SCHOOL HACKLEY SCHOOL 403(B) DC AND TDA PLAN | TARRYTOWN NY | 265 | $109.1M | $3.4M |
| 3 | LIVESTOCK NUTRITION CENTER, LLC LIVESTOCK NUTRITION CENTER 401(K) PLAN |
MEMPHIS TN |
| 440 |
| $22.5M |
| $852K |
| 4 | BARTLIT BECK LLP BARTLIT BECK LLP 401(K) PLAN AND TRUST | CHICAGO IL | 168 | $99.7M | $677K |
| 5 | CUPPLES J & J COMPANY, INC. CUPPLES J & J COMPANY, INC. 401(K) PROFIT SHARING PLAN | JACKSON TN | 198 | $6.2M | $626K |
| 6 | EVENING POST GROUP, LLC EVENING POST GROUP, LLC EMPLOYEE RETIREMENT PLAN | CHARLESTON SC | 168 | $8.3M | $430K |
| 7 | BRIDGETOWN NATURAL FOODS, LLC BRIDGETOWN NATURAL FOODS 401(K) PLAN | PORTLAND OR | 440 | $8.2M | $246K |
| 8 | LDF BUSINESS DEVELOPMENT CORP. LDF BUSINESS DEVELOPMENT CORP. 401(K) PLAN | LAC DU FLAMBEAU WI | 118 | $1.9M | $219K |
| 9 | MCNEILL HOTEL COMPANY, LLC MCNEILL HOTEL COMPANY 401(K) PLAN | GERMANTOWN TN | 409 | $4.1M | $209K |
| 10 | STEVEN DUBNER LANDSCAPING STEVEN DUBNER LANDSCAPING 401(K) PROFIT SHARING PLAN & TRUST | WESTBURY NY | 240 | $1.1M | $196K |
