Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding American funds American funds 2040 Target Date Retirement Fund - in their Schedule of Assets, totaling $233.2M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $47.3M |
| 2 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $14.1M |
| 3 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN |
DANVERS MA |
| 1,371 |
| $224.7M |
| $11.7M |
| 4 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $10.8M |
| 5 | ENTRANS INTERNATIONAL, LLC ENTRANS 401(K) PLAN | ATHENS TN | 578 | $79.8M | $9.6M |
| 6 | HAND FAMILY COMPANIES, LLC HAND FAMILY COMPANIES, LLC 401(K) RETIREMENT PLAN | CLARKSVILLE TN | 568 | $51.5M | $8.0M |
| 7 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $7.7M |
| 8 | J M SMITH CORPORATION J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN | SPARTANBURG SC | 380 | $101.9M | $7.1M |
| 9 | X-FAB TEXAS, INC. X-FAB TEXAS, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN | LUBBOCK TX | 463 | $48.5M | $5.2M |
| 10 | BEMIS MANUFACTURING COMPANY BEMIS MANUFACTURING COMPANY EXTRA RETIREMENT SAVINGS AND TRUST | SHEBOYGAN FALLS WI | 847 | $53.3M | $5.2M |
