Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American American Funds 2040 Trgt Date in their Schedule of Assets, totaling $1.9M 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 | OWL CYBER DEFENSE SOLUTIONS, LLC OWL CYBER DEFENSE SOLUTIONS, LLC RETIREMENT PLAN | DANBURY CT | 227 | $25.4M | $1.9M |
