Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American United Life Insurance Co. American Funds 2040 Target Date Return in their Schedule of Assets, totaling $662K 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 | MERS/MISSOURI GOODWILL INDUSTRIES MERS/MISSOURI GOODWILL DEFINED CONTRIBUTION PLAN | ST LOUIS MO | 1,318 | $13.8M | $662K |
