Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Yourpath American Funds 2040 Moderate in their Schedule of Assets, totaling $3.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEXAS BANK TEXAS BANK 401(K) PLAN | BROWNWOOD TX | 324 | $22.8M | $1.7M |
| 2 | HABITAT FOR HUMANITY OF THE CHARLOTTE REGION HABITAT FOR HUMANITY RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 211 | $6.2M | $842K |
| 3 | KIPU HEALTH LLC KIPU HEALTH 401K PLAN |
| 290 |
| $11.3M |
| $580K |
| 4 | LONG ISLAND SELECT HEALTHCARE, INC. LONG ISLAND SELECT HEALTHCARE RETIREMENT PLAN | CENTRAL ISLIP NY | 147 | $4.6M | $60K |
