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 Retirement Fund Class R6 Mutual Funds in their Schedule of Assets, totaling $28.7M 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 | CDI MANAGEMENT CORP CDI MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | ST. LOUIS PARK MN | 3,167 | $319.9M | $15.0M |
| 2 | YOUR RETIREMENT SAVINGS PLAN COMPANY YOUR RETIREMENT SAVINGS PLAN | COLUMBIA MS | 10,141 | $204.7M | $11.5M |
| 3 | AMERICAN HEALTHCARE OPPS HOLDINGS, LLC |
IRVINE CA |
| 115 |
| $20.1M |
| $2.2M |
