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 Trgt Dt Ret R6 N/A 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 | TANANA CHIEFS CONFERENCE PROFIT SHARING PLAN FOR EMPLOYEES OF TANANA CHIEFS CONFERENCE | FAIRBANKS AK | 1,170 | $67.0M | $7.0M |
| 2 | PLASTEK INDUSTRIES, INC. THE PLASTEK GROUP 401(K) SAVINGS PLAN | ERIE PA | 1,173 | $64.9M | $1.7M |
