Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2040 Target Date R6 Registered investment companies in their Schedule of Assets, totaling $17.3M 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 | ONESKY, LLC ONESKY FLIGHT, LLC 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 3,745 | $502.3M | $17.3M |
