Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Capital Bank and Trust Company** AMERICAN FUNDS 2040 TARGET DATE FUND in their Schedule of Assets, totaling $1.7M 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 | ALCHEMER LLC ALCHEMER 401(K) PLAN | LOUISVILLE CO | 176 | $17.1M | $1.7M |
