Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMERICAN FUNDS SERVICE COMPANY TARGET DATE RTM 2040 R3 FUND in their Schedule of Assets, totaling $437K 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 | MOUNTAIN COMMUNITY HEALTH PARTNERSHIP INCORPORATED MOUNTAIN COMMUNITY HEALTH PARTNERSHIP INC. 401(K) PLAN | BAKERSVILLE NC | 133 | $5.5M | $437K |
