Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds Target Date 2040 Mutual fund in their Schedule of Assets, totaling $91.0M 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 | ORTHOINDY ORTHOPAEDICS INDIANAPOLIS, INC. PROFIT SHARING & 401(K) PLAN | INDIANAPOLIS IN | 1,138 | $229.4M | $29.5M |
| 2 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA | 2,309 | $232.3M | $21.4M |
| 3 | THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN |
UNCASVILLE CT |
| 6,314 |
| $500.1M |
| $17.0M |
| 4 | MCBRIDE CLINIC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MCBRIDE ORTHOPEDIC HOSPITAL | OKLAHOMA CITY OK | 918 | $117.4M | $8.2M |
| 5 | EDMUND OPTICS, INC. EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN | BARRINGTON NJ | 362 | $45.1M | $4.3M |
| 6 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $2.7M |
| 7 | SAFE HAVEN HOLDINGS INC. SAFE HAVEN SECURITY 401(K) PLAN | NORTH KANSAS CITY MO | 1,520 | $20.5M | $1.5M |
| 8 | FIRST ATLANTIC CORPORATION FIRST ATLANTIC CORPORATION 401(K) PLAN | SOUTH PORTLAND ME | 1,026 | $11.8M | $1.5M |
| 9 | COMMUNICATIONS INTERNATIONAL, INC. COMMUNICATIONS INTERNATIONAL, INC. SALARY SAVINGS PLAN | VERO BEACH FL | 197 | $21.7M | $1.0M |
| 10 | SAFE HAVEN SECURITY SERVICES, INC. SAFE HAVEN SECURITY 401(K) PLAN | NORTH KANSAS CITY MO | 1,452 | $10.4M | $847K |
