Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding John Hancock Life Insurance Company American Funds 2040 TD in their Schedule of Assets, totaling $7.2M 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 | LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A. LEVIN PAPANTONIO ET. AL. PA 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 172 | $32.9M | $2.3M |
| 2 | TRANSLATIONAL DRUG DEVELOPMENT, LLC TD2 401(K) PLAN | SCOTTSDALE AZ | 167 | $13.5M | $1.0M |
| 3 | TRAFFIX DEVICES, INC. |
SAN CLEMENTE CA |
| 296 |
| $14.1M |
| $915K |
| 4 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 547 | $24.2M | $908K |
| 5 | FAMSA FAMSA 401(K) PROFIT SHARING PLAN | FARMERS BRANCH TX | 151 | $2.3M | $567K |
| 6 | ZULLAS, LC CAFE ZUPAS EMPLOYEE RETIREMENT PLAN | SANDY UT | 538 | $3.9M | $462K |
| 7 | MIDWEST ENGINEERED SYSTEMS, INC. MIDWEST ENGINEERED SYSTEMS GROUP 401(K) PLAN | WAUKESHA WI | 152 | $15.0M | $435K |
| 8 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 345 | $11.2M | $247K |
| 9 | PRO COMPUTER SERVICE, LLC PRO COMPUTER SERVICE 401(K) PLAN | MOORESTOWN NJ | 196 | $4.4M | $148K |
| 10 | P & S PAVING, INC. P & S PAVING, INC. 401(K) PROFIT SHARING PLAN | DAYTONA BEACH FL | 252 | $7.7M | $123K |
