Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds Target Date 2040 Fund " in their Schedule of Assets, totaling $186.9M 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 | MH SUB I LLC MH SUB I, LLC 401(K) PLAN | EL SEGUNDO CA | 4,909 | $808.3M | $57.6M |
| 2 | MODERNATX, INC. MODERNATX, INC. 401(K) PLAN | CAMBRIDGE MA | 4,822 | $501.7M | $46.9M |
| 3 | TETRA PAK, INC. TETRA PAK RETIREMENT SAVINGS PLAN | DENTON TX |
| 1,665 |
| $500.2M |
| $38.1M |
| 4 | ZEECO, INC. ZEECO, INC. 401(K) PLAN | BROKEN ARROW OK | 818 | $134.6M | $12.9M |
| 5 | WOLVERINE FUELS, LLC WOLVERINE FUELS HOLDING, LLC 401(K) PLAN | SANDY UT | 930 | $89.1M | $7.4M |
| 6 | DIGITALOCEAN, LLC DIGITALOCEAN, LLC 401(K) PLAN | NEW YORK NY | 514 | $87.2M | $5.0M |
| 7 | CIPRIANI & WERNER, P.C. CIPRIANI & WERNER, P.C. 401(K) PLAN | PITTSBURGH PA | 374 | $49.9M | $3.9M |
| 8 | CXTEC INC. CXTEC INC. RETIREMENT & PROFIT SHARING PLAN | SYRACUSE NY | 224 | $55.5M | $3.7M |
| 9 | SOFTWARE SOLUTIONS INTEGRATED, LLC SOFTWARE SOLUTIONS INTEGRATED, LLC 401(K) PLAN | SHELBYVILLE IL | 178 | $22.2M | $3.1M |
| 10 | CRANE 1 SERVICES, INC. CRANE 1 SERVICES, INC. RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 506 | $19.0M | $2.2M |
