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 Retire R6 Registered investment company in their Schedule of Assets, totaling $6.1M 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 | MARK MILLER HOLDINGS, LLC DBA MARK MILLER TOYOTA MARK MILLER HOLDINGS, LLC DBA MARK MILLER TOYOTA 401(K) PLAN | SALT LAKE CITY UT | 162 | $17.5M | $2.8M |
| 2 | ALFASIGMA USA, INC. ALFASIGMA USA, INC. 401(K) PLAN | BEDMINSTER NJ | 179 | $28.2M | $2.1M |
| 3 | MBMS, LLC MBMS 401K PLAN |
NEWARK DE |
| 174 |
| $12.8M |
| $1.2M |
