Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2040 Target Date R4 in their Schedule of Assets, totaling $1.3M 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 | CME ASSOCIATES, INC. CME ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | SYRACUSE NY | 101 | $6.0M | $975K |
| 2 | VENICE PIER GROUP, INC. VENICE PIER GROUP, INC. EMPLOYEES SAVINGS TRUST | VENICE FL | 230 | $7.1M | $274K |
| 3 | BOT OF FOOD EMPLOYERS AND TEAMSTERS LOCAL 463 RETIREMENT SAVINGS PLAN |
PENNSAUKEN NJ |
| 452 |
| $27.4M |
| $43K |
