Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds AMERICAN FUNDS 2040 TARGET DATE FUND R4 Mutual Funds in their Schedule of Assets, totaling $481K 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 | AECI CHARTER SCHOOLS NETWORK AECI CHARTER SCHOOLS NETWORK 401(K) PLAN | BRONX NY | 152 | $5.3M | $481K |
