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 Retire R3 Mutual Funds in their Schedule of Assets, totaling $1.6M 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 | S & B METAL PRODUCTS, INC. S & B METAL PRODUCTS, INC. COMPENSATION DEFERRAL THRIFT PLAN | LAKELAND FL | 112 | $8.3M | $1.5M |
| 2 | STRATA, INC. STRATA, INC. 401(K) PLAN | BOISE ID | 93 | $7.7M | $84K |
