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 R5 Mutual Fund in their Schedule of Assets, totaling $3.6M 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 | QINETIQ INC. QINETIQ NORTH AMERICA 401K PLAN | LORTON VA | 398 | $108.5M | $2.3M |
| 2 | COREY BARTON HOMES, INC. CBH HOMES 401(K) PLAN | MERIDIAN ID | 215 | $9.3M | $1.2M |
