Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds 2040 Target Date Fund 206,738 Shares ^ in their Schedule of Assets, totaling $4.5M 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 | MATAGRANO, INC. MATAGRANO, INC. 401(K) PLAN | HAYWARD CA | 253 | $18.4M | $4.5M |
