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 R4 Mutual Fund N/R in their Schedule of Assets, totaling $723K 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 | NAPCO SECURITY TECHNOLOGIES, INC. NAPCO SECURITY TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | AMITYVILLE NY | 290 | $46.3M | $723K |
