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 R Registered investment company in their Schedule of Assets, totaling $6.4M 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 | CARE ONE MANAGEMENT, LLC HEALTHBRIDGE MANAGEMENT 401(K) PLAN | FORT LEE NJ | 3,304 | $85.4M | $6.4M |
