Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Target Retirement 2040 Registered Investment Company in their Schedule of Assets, totaling $19.9M 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 | ACCESS PLANS, LLC RMS EASYPLAN | WYLIE TX | 3,738 | $125.9M | $13.0M |
| 2 | ACCESS PLANS LLC ACCESS POOLED EMPLOYER PLAN- SERIES II | WYLIE TX | 7,415 | $74.9M | $5.6M |
| 3 | ACCESS PLANS, LLC RMS EASYPLAN -403(B) | WYLIE TX |
| 930 |
| $23.1M |
| $1.4M |
| 4 | ASTAR CAPITAL MANAGEMENT, INC. ASTAR CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WEST ALLIS WI | 69 | $9.3M | $38K |
