Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Am Fds Trgt Dte Rtm 2040 R6 Fd in their Schedule of Assets, totaling $8.7M 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 | COLORADO ALLERGY & ASTHMA CENTERS, P.C. COLORADO ALLERGY & ASTHMA CENTERS, P.C. PROFIT SHARING 401(K) PLAN | DENVER CO | 121 | $28.8M | $2.9M |
| 2 | HIGH BAR BRANDS OPERATING, LLC HIGH BAR BRANDS 401(K) PLAN | OWATONNA MN | 154 | $14.5M | $2.7M |
| 3 | MUNCHKIN, INC. MUNCHKIN, INC. 401(K) PLAN |
VAN NUYS CA |
| 188 |
| $21.3M |
| $2.6M |
| 4 | PRONTO FINANCE, INC. PRONTO 401(K) PLAN | SCHAUMBURG IL | 105 | $5.0M | $434K |
| 5 | ICI SERVICES CORPORATION ICI SERVICES RETIREMENT SAVINGS PLAN | VIRGINIA BCH VA | 171 | $20.5M | $87K |
