Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds TRGTDT 2040 R6 Mutual fund - in their Schedule of Assets, totaling $958.9M 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 | SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING TX | 11,679 | $11.6B | $956.7M |
| 2 | INDEPENDENCE CONTRACT DRILLING, INC. ICD, INC 401(K) PLAN | HOUSTON TX | 332 | $21.2M | $2.2M |
