Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2040 Trgt Date Fund Value of Int in Regist Invest Co. in their Schedule of Assets, totaling $134K 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 | FIFTH GROUP RESTAURANTS, LLC FIFTH GROUP RESTAURANTS, LLC 401(K) PLAN | ATLANTA GA | 261 | $8.0M | $67K |
| 2 | BOLD AMERICAN FOOD, LLC BOLD AMERICAN FOOD, LLC 401(K) PLAN | ATLANTA GA | 158 | $2.2M | $66K |
