Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Fds Trgt Date Ret 2040 R6 Mutual Fund in their Schedule of Assets, totaling $377K 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 | BAY AREA COMMUNITY SERVICES, INC. BAY AREA COMMUNITY SERVICES 403(B) PLAN | OAKLAND CA | 643 | $8.0M | $377K |
