Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Mutual Funds American Funds 2040 Trgt Date Retire in their Schedule of Assets, totaling $2.1M 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 | IEX GROUP, INC IEX GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 162 | $27.5M | $2.1M |
