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 Retirement R4 Mutual Funds in their Schedule of Assets, totaling $1.5M 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 | DONSCO, INC. DONSCO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | WRIGHTSVILLE PA | 313 | $11.2M | $1.5M |
