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 Retire Fund R6 N/A in their Schedule of Assets, totaling $5.8M 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 | ODW LOGISTICS, INC. ODW LOGISTICS, INC. 401(K) RETIREMENT PLAN | COLUMBUS OH | 1,772 | $38.9M | $5.8M |
