Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Target Date 2040 Fund " in their Schedule of Assets, totaling $134.8M 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 | MH SUB I LLC MH SUB I, LLC 401(K) PLAN | EL SEGUNDO CA | 4,909 | $808.3M | $57.6M |
| 2 | TETRA PAK, INC. TETRA PAK RETIREMENT SAVINGS PLAN | DENTON TX | 1,665 | $500.2M | $38.1M |
| 3 | ZEECO, INC. ZEECO, INC. 401(K) PLAN | BROKEN ARROW OK |
| 818 |
| $134.6M |
| $12.9M |
| 4 | WOLVERINE FUELS, LLC WOLVERINE FUELS HOLDING, LLC 401(K) PLAN | SANDY UT | 930 | $89.1M | $7.4M |
| 5 | DIGITALOCEAN, LLC DIGITALOCEAN, LLC 401(K) PLAN | NEW YORK NY | 514 | $87.2M | $5.0M |
| 6 | CIPRIANI & WERNER, P.C. CIPRIANI & WERNER, P.C. 401(K) PLAN | PITTSBURGH PA | 374 | $49.9M | $3.9M |
| 7 | SOFTWARE SOLUTIONS INTEGRATED, LLC SOFTWARE SOLUTIONS INTEGRATED, LLC 401(K) PLAN | SHELBYVILLE IL | 178 | $22.2M | $3.1M |
| 8 | CRANE 1 SERVICES, INC. CRANE 1 SERVICES, INC. RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 506 | $19.0M | $2.2M |
| 9 | BLACKSTONE VALLEY COMMUNITY HEALTH CARE, INC. BLACKSTONE VALLEY COMMUNITY HEALTH CARE RETIREMENT PLAN | PAWTUCKET RI | 248 | $16.2M | $1.4M |
| 10 | ABZENA SAN DIEGO INC. ABZENA 401(K) PLAN | SAN DIEGO CA | 289 | $25.2M | $1.3M |
