Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Amrcn Fnds 2040 Trgt Dt Ret Fd in their Schedule of Assets, totaling $10.9M 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 | NATIONAL MULTIPLE SCLEROSIS SOCIETY NATIONAL MS SOCIETY 401(K) PLAN | NEW YORK NY | 701 | $94.6M | $6.7M |
| 2 | GI PARTNERS OF ILLINOIS, LLC GI PARTNERS OF ILLINOIS, LLC 401(K) PLAN | CHICAGO IL | 153 | $38.2M | $2.3M |
| 3 | D'ALLESSANDRO CORP. D'ALLESSANDRO CORP. 401(K) PROFIT SHARING PLAN |
WEST BRIDGEWATER MA |
| 80 |
| $13.3M |
| $1.9M |
