Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire R3 in their Schedule of Assets, totaling $2.0M 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 | UNBOLT, INC. UNBOLT, INC. 401(K) PROFIT SHARING PLAN | CEDARBURG WI | 170 | $7.8M | $1.1M |
| 2 | NORTHERN MANHATTAN IMPROVEMENT CORPORATION SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NORTHERN MANHATTAN IMPROVEMENT CORPORATION | NEW YORK NY | 135 | $15.3M | $883K |
| 3 | OHANA PACIFIC MANAGEMENT CO., INC. |
KANEOHE HI |
| 586 |
| $11.5M |
| $70K |
