Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Trgt Date Ret 2040 R4 Mutual fund in their Schedule of Assets, totaling $212K 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 | CROSBY ENERGY SERVICES, INC. CROSBY 401(K) RETIREMENT PLAN | CUT OFF LA | 329 | $8.4M | $212K |
