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 R5 in their Schedule of Assets, totaling $974K 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 | GASTROINTESTINAL ASSOCIATES, P.C. GASTROINTESTINAL ASSOCIATES, P.C. RETIREMENT PLAN | KNOXVILLE TN | 148 | $25.7M | $974K |
