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 Mutual Fund N/A in their Schedule of Assets, totaling $16.3M 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 | FOREST COUNTY POTAWATOMI COMMUNITY FCP RETIREMENT PLAN | CRANDON WI | 3,667 | $143.6M | $16.3M |
