Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds Target Date Retirement 2040 --- in their Schedule of Assets, totaling $82.5M 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 | PJTC HOLDINGS, INC. PJTC HOLDINGS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | PITTSBURGH PA | 670 | $320.2M | $25.6M |
| 2 | VALMET, INC. VALMET, INC. RETIREMENT SAVINGS PLAN | NORCROSS GA | 2,157 | $431.6M | $19.0M |
| 3 | PENOBSCOT COMMUNITY HEALTH CENTER PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN |
BANGOR ME |
| 782 |
| $41.9M |
| $5.3M |
| 4 | EVENING POST PUBLISHING, INC. EVENING POST PUBLISHING, INC. EMPLOYEE RETIREMENT PLAN | CHARLESTON SC | 312 | $54.4M | $5.2M |
| 5 | NORTHWESTERN HEALTH SCIENCES UNIVERSITY NORTHWESTERN HEALTH SCIENCES UNIVERSITY DEFINED CONTRIBUTION PLAN | BLOOMINGTON MN | 232 | $41.5M | $2.9M |
| 6 | MRA - THE MANAGEMENT ASSOCIATION, INC. MRA - THE MANAGEMENT ASSOCIATION, INC. 401K PLAN | WAUKESHA WI | 205 | $26.7M | $2.7M |
| 7 | BHI SENIOR LIVING, INC. BHI SENIOR LIVING, INC. EMPLOYEE RETIREMENT PLAN | INDIANAPOLIS IN | 1,740 | $52.2M | $2.6M |
| 8 | WITHERSRAVENEL, INC. WITHERSRAVENEL, INC. 401(K) PROFIT SHARING PLAN | CARY NC | 444 | $33.4M | $2.4M |
| 9 | EPLICA CORPORATE SERVICES, INC. EPLICA CORPORATE SERVICES, INC. 401(K) PLAN | SAN DIEGO CA | 1,612 | $21.1M | $2.3M |
| 10 | DUNWOODY COLLEGE OF TECHNOLOGY DUNWOODY COLLEGE OF TECHNOLOGY EMPLOYEES' SAVINGS PLAN | MINNEAPOLIS MN | 331 | $23.3M | $2.3M |
