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 Registered Investment Companies (Mutual Funds) in their Schedule of Assets, totaling $1.2M 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 | KABOOM! INC. KABOOM! INC. 403(B) RETIREMENT PLAN | BETHESDA MD | 64 | $11.9M | $1.2M |
