Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMERICAN FD 2040 TARGET RTRMT R5E Registered Investment Company in their Schedule of Assets, totaling $1.6M 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 | RM DISTRIBUTORS, LLC MALETIS BEVERAGE 401(K) RETIREMENT PLAN | PORTLAND OR | 390 | $21.9M | $1.6M |
