Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Am Fds 2040 Trgt Dte Rtm R6 Fd Registered Investment Company 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 | CERTIFIED STAINLESS SERVICES, INC. DBA WEST-MARK WEST-MARK RETIREMENT PLAN | CERES CA | 290 | $11.0M | $889K |
| 2 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE TDA RETIREMENT PLAN | DALLAS TX | 134 | $10.5M | $145K |
