Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Distributors, Inc. American Funds Target Date Ret 2040 N/R in their Schedule of Assets, totaling $872K 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 | AMOSKEAG BEVERAGES, LLC AMOSKEAG BEVERAGES, LLC 401(K) PLAN | BOW NH | 233 | $22.0M | $872K |
