Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2040 TD R3 Mutual Funds in their Schedule of Assets, totaling $365K 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 | HEGGIES PIZZA, LLC HEGGIES SLICE OF THE PIE | MILACA MN | 119 | $3.9M | $365K |
