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 R6 Fund Mutual Fund in their Schedule of Assets, totaling $12.5M 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 | BOULDER COMMUNITY HEALTH BOULDER COMMUNITY HEALTH 403(B) PLAN | BOULDER CO | 2,063 | $244.1M | $12.5M |
