Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds American Funds 2040 Target Date Fund -- in their Schedule of Assets, totaling $111.7M 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 | TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 DEFINED CONT PENS FUND PLUMBERS AND STEAMFITTERS LOCAL 440 DEFINED CONTRIBUTION PLAN | LAFAYETTE IN | 3,535 | $198.2M | $52.6M |
| 2 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $11.2M |
| 3 | BRISTOW GROUP INC. |
HOUSTON TX |
| 618 |
| $189.5M |
| $8.7M |
| 4 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $5.4M |
| 5 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $4.2M |
| 6 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $3.6M |
| 7 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $3.2M |
| 8 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $2.9M |
| 9 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $2.8M |
| 10 | MEETINGS & INCENTIVES WORLDWIDE, INC. MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN | CALEDONIA WI | 296 | $20.8M | $2.4M |
