Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2040 Target Date Fund R2 - in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEIGHTS CHRISTIAN SCHOOLS HEIGHTS CHRISTIAN SCHOOL 403(B) PLAN | LA HABRA HEIGHTS CA | 247 | $7.4M | $1.0M |
| 2 | CALDWELL MEDICAL CENTER CALDWELL MEDICAL CENTER INC. TAX DEFERRED ANNUITY PLAN | PRINCETON KY | 245 | $5.0M | $814K |
| 3 | INTERNATIONAL CONVEYOR AND RUBBER, LLC |
BLAIRSVILLE PA |
| 0 |
| $0 |
| $448K |
| 4 | VOSGES HOLDINGS, LLC VOSGES, LTD. 401K PROFIT SHARING PLAN | CHICAGO IL | 65 | $1.2M | $74K |
