Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Target Date Retirement 2040 R6 Fund Mutual Funds in their Schedule of Assets, totaling $2.6M 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 | WACHTER, INC. WACHTER EMPLOYEES' 401(K) PROFIT SHARING PLAN | LENEXA KS | 1,464 | $79.9M | $2.6M |
