Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 2040 R6 American Funds AMERICAN FUNDS TRGT DATE N/R in their Schedule of Assets, totaling $629K 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 | EASYPAK HOLDINGS, LLC EASYPAK RETIREMENT SAVINGS PLAN | LANCASTER PA | 431 | $15.3M | $629K |
