Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire R4 in their Schedule of Assets, totaling $7.8M 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 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $3.4M |
| 2 | CDL NUCLEAR TECHNOLOGIES, LLC CDL NUCLEAR TECHNOLOGIES, LLC 401(K) PLAN | CRANBERRY TOWNSHIP PA | 179 | $7.8M | $2.0M |
| 3 | SPELLMAN HIGH VOLTAGE ELECTRONICS CORPORATION SPELLMAN 401(K) SAVINGS PLAN |
HAUPPAUGE NY |
| 370 |
| $70.4M |
| $1.7M |
| 4 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN | CLEARWATER FL | 252 | $26.4M | $629K |
