Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Target Date Return 2040 R6 in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIRGINIA CANCER SPECIALISTS, P.C. VIRGINIA CANCER SPECIALISTS, P.C. PROFIT SHARING PLAN | FAIRFAX VA | 340 | $14.4M | $1.3M |
| 2 | MARION EYE CENTERS, LTD. MARION EYE CENTERS, LTD., 401K PLAN | MARION IL | 213 | $17.9M | $415K |
