Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds 2040 Target Date- R2 in their Schedule of Assets, totaling $670K 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 | TRIDENT TRANSPORT, LLC TRIDENT TRANSPORT LLC 401(K) PLAN | CHATTANOOGA TN | 232 | $8.0M | $445K |
| 2 | EAGLE PAINTING & DRYWALL, INC. EAGLE PAINTING & DRYWALL, INC. 401(K) PROFIT SHARING PLAN | NORTH HIGHLANDS CA | 190 | $1.9M | $225K |
