Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Retirement 2040 Mutual fund in their Schedule of Assets, totaling $193K 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 | CTS TECHNICAL SERVICES, INC. CTS INTERNATIONAL, INC. 401(K) SAVINGS PLAN | ISSAQUAH WA | 53 | $20.7M | $193K |
