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 RETIREMENT FUND CLASS R-6 - BO Ameritas Life Insurance Corp in their Schedule of Assets, totaling $462K 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 | JACKSONVILLE SPINE CENTER, P.A. JACKSONVILLE SPINE CENTER, P. A. RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 225 | $10.9M | $462K |
