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 R4 in their Schedule of Assets, totaling $6.0M 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 | MCFARLAND-JOHNSON, INC. MCFARLAND-JOHNSON, INC. SAVINGS PLAN | BINGHAMTON NY | 211 | $38.6M | $3.0M |
| 2 | H.M. CRAGG COMPANY H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN | EDINA MN | 157 | $12.4M | $1.2M |
| 3 | DICK FAMILY, INC. DICK FAMILY, INC. 401(K) PLAN |
SAUK RAPIDS MN |
| 141 |
| $25.6M |
| $902K |
| 4 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $874K |
