Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds American Funds 2040 Target Date Retirement in their Schedule of Assets, totaling $95.7M 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 | BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN | RESTON VA | 2,122 | $164.7M | $25.4M |
| 2 | SADDLE CREEK CORPORATION DBA SADDLE CREEK LOGISTICS SADDLE CREEK CORPORATION RETIREMENT SAVINGS PLAN | LAKELAND FL | 4,568 | $155.5M | $16.6M |
| 3 | CAMERON LNG LLC |
HOUSTON TX |
| 339 |
| $93.4M |
| $12.0M |
| 4 | BEMIS MANUFACTURING COMPANY BEMIS EMPLOYEES' SAVINGS PLAN | SHEBOYGAN FALLS WI | 385 | $107.6M | $7.6M |
| 5 | MORRIS GROUP, INC. MORRIS GROUP, INC. 401(K) PLAN | WINDSOR CT | 1,057 | $146.5M | $6.4M |
| 6 | ELEVATE PFS HOLDINGS INC ELEVATE PFS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING TX | 2,454 | $56.3M | $6.2M |
| 7 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $4.3M |
| 8 | ANDERSON COLUMBIA CO., INC. ANDERSON COLUMBIA CO., INC. 401(K) SALARY REDUCTION PLAN | LAKE CITY FL | 1,241 | $44.3M | $4.0M |
| 9 | WELIA HEALTH WELIA HEALTH 401(K) RETIREMENT SAVINGS PLAN | MORA MN | 593 | $26.6M | $2.4M |
| 10 | FRESH DIRECT HOLDINGS, INC UTF TRUCKING BARGAINING UNIT 401K | BRONX NY | 749 | $15.9M | $1.7M |
