Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Amer Tgt Date Rtmt 2040-R6 #2667 Mutual Fund N/A in their Schedule of Assets, totaling $5.2M 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 | MESA PRODUCTS, INC. MESA 401(K) PLAN | TULSA OK | 249 | $24.3M | $5.2M |
