Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American 2040 Target Retirement R6 Fund in their Schedule of Assets, totaling $3.9M 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 | CHATHAM SERVICE BUREAU, INC. BRADLEY/DIXIE COMPANIES RETIREMENT PLAN | SAVANNAH GA | 369 | $57.3M | $3.9M |
