Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds Target Date 2040 # in their Schedule of Assets, totaling $52.1M 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 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN | CHICAGO IL | 670 | $226.3M | $13.9M |
| 2 | STEEL WAREHOUSE COMPANY LLC STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDATED PROFIT SHARING PLAN | SOUTH BEND IN | 1,585 | $128.3M | $12.4M |
| 3 | AMERICAN RIVIERA BANK AMERICAN RIVIERA BANK 401(K) PROFIT SHARING PLAN AND TRUST |
SANTA BARBARA CA |
| 132 |
| $19.2M |
| $3.8M |
| 4 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $3.2M |
| 5 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY OK | 1,109 | $51.3M | $2.9M |
| 6 | PERMIAN RESOURCES CENTENNIAL RESOURCE PRODUCTION, LLC 401(K) RETIREMENT PLAN | DENVER CO | 137 | $22.0M | $2.8M |
| 7 | PS LOGISTICS, LLC PS LOGISTICS 401(K) PLAN | BIRMINGHAM AL | 3,574 | $20.7M | $1.7M |
| 8 | REINHAUSEN MANUFACTURING REINHAUSEN MANUFACTURING INC. 401(K) & RETIREMENT PLAN | HUMBOLDT TN | 269 | $20.0M | $1.5M |
| 9 | J. TAYLOR & ASSOCIATES, LLC J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN | FORT WORTH TX | 135 | $15.4M | $1.3M |
| 10 | FREEMAN WEBB COMPANY, REALTORS FREEMAN WEBB COMPANY, REALTORS 401(K) SALARY REDUCTION PLAN | NASHVILLE TN | 610 | $22.3M | $1.3M |
