Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Yourpath American Funds 2040 Growth in their Schedule of Assets, totaling $11K 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 | TEXAS BANK TEXAS BANK 401(K) PLAN | BROWNWOOD TX | 324 | $22.8M | $11K |
