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 Ret. R6 in their Schedule of Assets, totaling $4.3M 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 | VIRTUOSO, LTD VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 276 | $42.8M | $3.4M |
| 2 | LINCOLN LINCOLN NON-UNION 403B PLAN | OAKLAND CA | 194 | $5.4M | $653K |
| 3 | WENESCO RESTAURANT SYSTEMS INC WENESCO RESTAURANT SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST |
ENGLEWOOD CLIFFS NJ |
| 391 |
| $7.0M |
| $278K |
