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 Ret. R6 in their Schedule of Assets, totaling $930K 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 | LINCOLN LINCOLN NON-UNION 403B PLAN | OAKLAND CA | 194 | $5.4M | $653K |
| 2 | WENESCO RESTAURANT SYSTEMS INC WENESCO RESTAURANT SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS NJ | 391 | $7.0M | $278K |
