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 Retirement Fund Class R-6 Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $2.3M 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 | UFA, INC. UFA, INC. 401(K) RETIREMENT PLAN | WOBURN MA | 68 | $21.1M | $1.7M |
| 2 | COMMUNITY CATALYST, INC. COMMUNITY CATALYST, INC. RETIREMENT PLAN | BOSTON MA | 95 | $7.9M | $569K |
