Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2040 Trgt Date Mutual Funds in their Schedule of Assets, totaling $289K 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 | ROCKLAND BAKERY INC. ROCKLAND BAKERY 401(K) PLAN | NANUET NY | 626 | $6.9M | $289K |
