Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Target Date Fund 2040 in their Schedule of Assets, totaling $2.2M 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 | JMJS, INC. DBA COE DISTRIBUTING COE DISTRIBUTING 401(K) PROFIT SHARING PLAN | SMOCK PA | 102 | $7.7M | $836K |
| 2 | NEW IMAGE LANDSCAPE COMPANY & SANSEI GARDENS, INC. NEW IMAGE LANDSCAPE & SANSEI GARDENS 401(K)/PROFIT SHARING PLAN | FREMONT CA | 243 | $6.9M | $598K |
| 3 | VERO FOODS, LLC |
FAIRFIELD CA |
| 133 |
| $7.9M |
| $398K |
| 4 | FRICKERS USA, LLC FRICKER'S USA, LLC 401(K) PLAN | MIAMISBURG OH | 96 | $4.5M | $277K |
| 5 | DAYBREAK INDEPENDENT SERVICES, INC. DAYBREAK INDEPENDENT SERVICES, INC.403(B) PLAN | NEW YORK NY | 216 | $1.1M | $102K |
