Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding John Hancock Trust Company American Funds Target Date 2040 Retirement Fund in their Schedule of Assets, totaling $12.1M 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 | PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN | PITTSBURGH PA | 1,522 | $74.9M | $12.1M |
