Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Trgt Date Ret 2040A American Funds 0 in their Schedule of Assets, totaling $3.9M 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 | ROCKYDALE QUARRIES CORPORATION ROCKYDALE QUARRIES CORPORATION 401(K) PROFIT SHARING PLAN | ROANOKE VA | 133 | $9.8M | $1.2M |
| 2 | KARNS PRIME & FANCY FOOD, LTD. KARNS PRIME & FANCY FOOD, LTD.401(K) PS PLAN | MECHANICSBURG PA | 636 | $19.1M | $751K |
| 3 | ATHLON SPORTS COMMUNICATIONS, INC. |
NASHVILLE TN |
| 65 |
| $9.2M |
| $599K |
| 4 | A.H. MANAGEMENT GROUP, INC. A.H. MANAGEMENT GROUP, INC. EMPLOYEES' PROFIT SHARING TRUST | ROLLING MEADOWS IL | 199 | $11.9M | $585K |
| 5 | RIZZO INTERNATIONAL, INC. RIZZO INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 94 | $14.7M | $285K |
| 6 | C B S BORING & MACHINE CO., INC. C B S BORING & MACHINE CO., INC. PLAN | FRASER MI | 116 | $12.2M | $271K |
| 7 | FRANCIS O. DAY CO., INC. FRANCIS O. DAY CO., INC 401(K) PLAN | ROCKVILLE MD | 199 | $16.6M | $196K |
| 8 | DETROIT REGIONAL CHAMBER DETROIT REGIONAL CHAMBER EMPLOYEES SAVINGS & RETIREMENT PLAN | DETROIT MI | 82 | $22.6M | $31K |
