Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund n/a in their Schedule of Assets, totaling $4.2M 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 | PARAGON 28, INC. PARAGON 28, INC. 401(K) PLAN | ENGLEWOOD CO | 398 | $20.3M | $1.9M |
| 2 | VILLAGER CONSTRUCTION, INC. VILLAGER CONSTRUCTION, INC. PREVAILING WAGE RATE AND 401(K) RETIREMENT PLAN | FAIRPORT NY | 238 | $19.7M | $1.0M |
| 3 | LAS VEGAS DAY SCHOOL, INC. LAS VEGAS DAY SCHOOL 401(K) PLAN |
LAS VEGAS NV |
| 173 |
| $12.4M |
| $940K |
| 4 | JARRETT LOGISTICS SYSTEMS, INC. JARRETT LOGISTICS SYSTEMS, INC. 401(K) PLAN | ORRVILLE OH | 264 | $9.1M | $406K |
