Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Amer Funds Trgt Date Ret 2040 R6 Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | DAKOTA PROVISIONS, LLC DAKOTA PROVISIONS, LLC 401(K) PLAN | HURON SD | 751 | $16.6M | $2.9M |
