Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Target Date Retirement 2040 Fund Mutual fund in their Schedule of Assets, totaling $2.5M 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 | AIR-CONDITIONING INNOVATIVE SOLUTIONS AIR CONDITIONING INNOVATIVE SOLUTIONS 401(K) PLAN | MCKINNEY TX | 238 | $11.8M | $1.2M |
| 2 | TRICOR INDUSTRIAL, INC. TRICOR INDUSTRIAL, INC. 401(K) PLAN | WOOSTER OH | 225 | $11.8M | $1.0M |
| 3 | CATTARAUGUS COMMUNITY ACTION, INC. |
SALAMANCA NY |
| 117 |
| $2.3M |
| $262K |
