Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2040 Target Date Fund Blended fund # in their Schedule of Assets, totaling $340K 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 | VICTORIA THEATRE ASSOCIATION VICTORIA THEATRE ASSOCIATION RETIREMENT PLAN | DAYTON OH | 254 | $3.3M | $340K |
