Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Target Retirement 2040 Fund 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 | CABINETWORKS GROUP, INC. CABINETWORKS GROUP 401(K) PLAN | THE COLONY TX | 6,374 | $367.6M | $32.3M |
| 2 | TRUCK CENTERS, INC. TRUCK CENTERS, INC. 401(K) PLAN | TROY IL | 712 | $68.3M | $7.0M |
| 3 | JTC USA HOLDINGS, INC. JTC USA 401(K) PLAN |
| 374 |
| $24.3M |
| $4.1M |
| 4 | KNUTSON HOLDINGS, INC. KNUTSON HOLDINGS, INC. 401(K) PLAN | MINNEAPOLIS MN | 144 | $39.5M | $3.5M |
| 5 | FINISH THOMPSON, INC. FINISH THOMPSON, INC. PROFIT SHARING AND SAVINGS & MATCH PLAN | ERIE PA | 140 | $20.5M | $1.6M |
| 6 | EVANS MANAGEMENT GROUP, LLC EVANS MANAGEMENT GROUP 401(K) RETIREMENT PLAN | ORANGEBURG SC | 236 | $20.9M | $1.3M |
| 7 | HANBURY EVANS WRIGHT VLATTAS + COMPANY HANBURY EVANS WRIGHT VLATTAS + COMPANY PROFIT SHARING PLAN | NORFOLK VA | 155 | $23.6M | $1.3M |
| 8 | QMERIT ELECTRIFICATION, LLC QMERIT ELECTRIFICATION, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 401 | $4.6M | $471K |
| 9 | C & F ENTERPRISES, INC. C & F ENTERPRISES, INC. 401(K) PLAN | NEWPORT NEWS VA | 346 | $30.0M | $435K |
| 10 | HEARTLAND STEEL HOLDINGS, LLC HEARTLAND STEEL 401(K) PLAN | MARYSVILLE MI | 223 | $5.1M | $112K |
