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 # in their Schedule of Assets, totaling $16.7M 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 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $5.3M |
| 2 | BUIST ELECTRIC, INC. BUIST ELECTRIC 401(K) PLAN | BYRON CENTER MI | 473 | $78.6M | $4.6M |
| 3 | TRUSTEES TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN |
DULUTH MN |
| 486 |
| $29.6M |
| $2.5M |
| 4 | COLES SALON, INC. COLES SALON, INC. 401(K) PLAN | BURNSVILLE MN | 271 | $49.5M | $1.9M |
| 5 | THE DETROIT INSTITUTE OF ARTS THE DETROIT INSTITUTE OF ARTS 401(K) PLAN | DETROIT MI | 358 | $23.2M | $764K |
| 6 | FARMERS STATE BANK FARMERS STATE BANK EMPLOYEES' 401(K) PLAN | LAGRANGE IN | 144 | $17.7M | $601K |
| 7 | MIKE THOMPSON RECREATIONAL VEHICLES MIKE THOMPSON RECREATIONAL VEHICLES RETIREMENT PLAN | SANTA FE SPRINGS CA | 267 | $22.8M | $440K |
| 8 | THE BREWER COMPANY LLC THE BREWER COMPANY LLC 401(K) SAVINGS PLAN | MENOMONEE FALLS WI | 108 | $9.0M | $280K |
| 9 | W. W. WALLWORK, INC. W. W. WALLWORK, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 542 | $51.1M | $229K |
| 10 | BRIGADE CAPITAL MANAGEMENT, LP BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST | NEW YORK NY | 118 | $61.8M | $147K |
