Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Target Date 2040 Fund Registered Investment Company in their Schedule of Assets, totaling $4.8M 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 | MASON CONSTRUCTION, LLC MASON CONSTRUCTION 401(K) PROFIT SHARING PLAN | BEAUMONT TX | 402 | $38.0M | $4.2M |
| 2 | ITALENT CORPORATION ITALENT CORPORATION 401(K) PLAN & TRUST | CAMPBELL CA | 190 | $9.9M | $555K |
| 3 | BENOIT PREMIUM THREADING, LLC BENOIT PREMIUM THREADING, LLC PROFIT SHARING PLAN |
HOUMA LA |
| 136 |
| $12.4M |
| $62K |
