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 Fund R4 Mutual fund in their Schedule of Assets, totaling $10.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRIVIA HEALTH LLC PRIVIA RETIREMENT PLAN | ARLINGTON VA | 4,858 | $462.5M | $8.0M |
| 2 | PRIVIA MEDICAL GROUP GULF COAST, PLLC PRIVIA MEDICAL GROUP GULF COAST RETIREMENT PLAN | HOUSTON TX | 862 | $67.8M | $2.4M |
