Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Target Date 2040 Fund n/a in their Schedule of Assets, totaling $10.0M 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 | SESAC RIGHTS MANAGEMENT INC. SESAC RIGHTS MANAGEMENT INC. SAVINGS PLAN | NASHVILLE TN | 373 | $61.4M | $5.4M |
| 2 | TRUSTED DOCTORS LLC TRUSTED DOCTORS LLC 401K PLAN | FAIRFAX VA | 911 | $62.5M | $4.7M |
