Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds American Funds 2040 Target Date - in their Schedule of Assets, totaling $71.7M 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 | AMERICAN ANGUS ASSOCIATION AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN | ST. JOSEPH MI | 288 | $56.1M | $11.6M |
| 2 | INCEPTION FERTILITY CORPORATE SERVICES, LLC INCEPTION FERTILITY 401(K) PLAN | HOUSTON TX | 1,344 | $90.8M | $9.0M |
| 3 | FRANCHISE WORLD HEADQUARTERS, LLC |
SHELTON CT |
| 788 |
| $133.3M |
| $8.8M |
| 4 | VERIS RESIDENTIAL, INC. VERIS RESIDENTIAL, INC. 401(K) SAVINGS/RETIREMENT PLAN | JERSEY CITY NJ | 185 | $58.5M | $6.5M |
| 5 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $4.3M |
| 6 | AMERICAN COUNCIL OF LIFE INSURERS ACLI INCOME PLAN | WASHINGTON DC | 108 | $118.0M | $3.9M |
| 7 | ROLAND MACHINERY COMPANY ROLAND MACHINERY COMPANY EMPLOYEE BENEFIT PLAN AND TRUST | SPRINGFIELD IL | 314 | $46.3M | $3.5M |
| 8 | JSC FEDERAL CREDIT UNION JSC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 409 | $24.3M | $3.3M |
| 9 | DEMING, MALONE, LIVESAY & OSTROFF DMLO 401K RETIREMENT PLAN | LOUISVILLE KY | 148 | $23.8M | $2.2M |
| 10 | H&K EQUIPMENT, INC H&K EQUIPMENT, INC 401(K) PLAN | CORAOPOLIS PA | 337 | $28.3M | $1.9M |
