Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Century One Choice 2040 R6 Registered investment company in their Schedule of Assets, totaling $584K 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 | D.C. SCHONBERG & ASSOCIATES LLC SCHONBERG & ASSOCIATES RETIREMENT SAVINGS PLAN | METAIRIE LA | 55 | $1.3M | $416K |
| 2 | NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION 403B RETIREMENT PLAN | ROME NY | 381 | $72.0M | $168K |
