Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Mgmt. Trust Co. American Funds Target Date 2040 Fund in their Schedule of Assets, totaling $15.0M 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 | COMPANY3 / METHOD INC. COMPANY 3 / METHOD 401(K) PLAN | SANTA MONICA CA | 941 | $216.5M | $15.0M |
