Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Target 2040 Fund Registered Investment Company in their Schedule of Assets, totaling $4.5M 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 | EICHELBERGER CONSTRUCTION, INC. ECIGROUP FRINGE BENEFIT PLAN | DILLSBURG PA | 223 | $29.9M | $4.5M |
