Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Trgt Date Ret 2040 R5 American Funds 0 in their Schedule of Assets, totaling $831K 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 | DS GRAPHICS, INC. DS GRAPHICS EMPLOYEE SAVINGS 401(K) PLAN | LOWELL MA | 250 | $30.4M | $603K |
| 2 | SCOTT INDUSTRIAL SYSTEMS, INC. SCOTT INDUSTRIAL SYSTEMS INC PROFIT SHARING 401 (K) PLAN | DAYTON OH | 149 | $23.5M | $187K |
| 3 | RTS HOLDINGS, LLC RTS HOLDINGS, LLC 401(K) RETIREMENT PLAN |
RANDOLPH MA |
| 980 |
| $18.5M |
| $41K |
