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 R4 in their Schedule of Assets, totaling $10.3M 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 | RILEY CREEK LUMBER COMPANY IDAHO FOREST GROUP LLC 401(K) PLAN | COEUR DALENE ID | 1,276 | $118.6M | $8.7M |
| 2 | EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN | RALEIGH NC | 2,304 | $15.9M | $1.6M |
