Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Target Retirement 2040 Mutual fund in their Schedule of Assets, totaling $6.9M 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 | SETTLE MUTER ELECTRIC SETTLE MUTER ELECTRIC 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 226 | $18.2M | $2.7M |
| 2 | CRAFTSMEN TRANSPORTATION SERVICES, LLC CRAFTSMEN TRANSPORTATION SERVICES, LLC 401(K) PLAN | ST. CHARLES MO | 126 | $23.5M | $1.3M |
| 3 | PALMER SQUARE CAPITAL MANAGEMENT, LLC |
MISSION WOODS KS |
| 207 |
| $10.7M |
| $1.0M |
| 4 | TAL HOLDINGS, LLC TAL HOLDINGS, LLC 401(K) RETIREMENT PLAN | VANCOUVER WA | 501 | $10.9M | $916K |
| 5 | LANDMARK BANCORP, INC. LANDMARK BANCORP, INC. 401(K) PROFIT SHARING PLAN | MANHATTAN KS | 258 | $22.7M | $376K |
| 6 | KNOBELSDORFF ELECTRIC, INC. KNOBELSDORFF ELECTRIC, INC. RETIREMENT PLAN | GOODHUE MN | 360 | $11.1M | $348K |
| 7 | DODGE CITY COOPERATIVE EXCHANGE DBA PRIDE AG RESOURCES PRIDE AG RESOURCES 401(K) PROFIT SHARING PLAN | DODGE CITY KS | 197 | $7.4M | $213K |
| 8 | LINN RETAIL CENTERS, INC. LINN RETAIL CENTERS, INC. 401(K) PLAN | WOODBURY MN | 113 | $8.0M | $58K |
| 9 | COMMUNITY HEALTH PROFESSIONALS COMMUNITY HEALTH PROFESSIONALS 403(B) PLAN | VAN WERT OH | 162 | $4.9M | $15K |
