Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamerica Life Insurance Company American Funds Trgt Date 2040 in their Schedule of Assets, totaling $1.0M 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 | KIPO, LLC JOHNSTONE SUPPLY SAVINGS PLAN | HARAHAN LA | 166 | $10.5M | $1.0M |
