Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Trust Bank - American Funds 2040 Target Date Retirement Mutual fund N/A in their Schedule of Assets, totaling $3.6M 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 | STORER TRANSPORTATION SERVICE, INC. STORER TRANSPORTATION SERVICE, INC. PROFIT SHARING 401(K) PLAN | MODESTO CA | 798 | $20.8M | $3.6M |
