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 R6 n/a in their Schedule of Assets, totaling $2.5M 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 | UNIVERSITY FIRST FEDERAL CREDIT UNION UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 402 | $37.1M | $1.4M |
| 2 | BARNHART, INC. BARNHART, INC. 401(K) PROFIT SHARING PLAN | NORTH EAST PA | 133 | $4.3M | $716K |
| 3 | ATRECA, INC. ATRECA, INC. 401(K) PLAN |
SAN CARLOS CA |
| 91 |
| $7.6M |
| $302K |
