Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2040 Target Date Fund R4 Registered investment company in their Schedule of Assets, totaling $982K 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 | MNJ TECHNOLOGIES DIRECT, INC. MNJ 401(K) SAVINGS PLAN | BUFFALO GROVE IL | 114 | $10.2M | $837K |
| 2 | NEPHROLOGY ASSOCIATES MEDICAL GROUP, INC. NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN | RIVERSIDE CA | 59 | $47.6M | $144K |
