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 R6 Registered investment company in their Schedule of Assets, totaling $18.3M 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 | OUP USA OUP USA TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 514 | $61.2M | $7.3M |
| 2 | OUP USA OUP USA DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 326 | $72.6M | $6.1M |
| 3 | THE CHANCELLOR, MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD OUP USA THRIFT PLAN |
NEW YORK NY |
| 245 |
| $29.5M |
| $3.9M |
| 4 | HEALTHPORT, INC. HEALTHPORT, INC. 401(K) PLAN | SALISBURY MD | 143 | $4.8M | $1.0M |
