Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2040 Targe Date Retire R6 Mutual Fund in their Schedule of Assets, totaling $502K 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 | CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS 401(K) PLAN | ORLANDO FL | 107 | $4.1M | $502K |
