Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds 2040 Target Date N/R in their Schedule of Assets, totaling $17.7M 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 | PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING TX | 2,321 | $188.7M | $10.5M |
| 2 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 964 | $88.6M | $4.8M |
| 3 | STATE OF THE ART, INC. |
STATE COLLEGE PA |
| 112 |
| $24.2M |
| $1.6M |
| 4 | NEXUS BRANDS GROUP, INC. NEXUS BRANDS RETIREMENT PLAN | ORANGE CA | 303 | $7.1M | $647K |
| 5 | DOLLAR ENERGY FUND, INC. DOLLAR ENERGY FUND, INC. 403(B) PLAN | PITTSBURGH PA | 119 | $7.1M | $199K |
