Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ameritas Life Insurance Corp. American Funds 2040 Retirement Fund. Class R-6 in their Schedule of Assets, totaling $1.0M 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 | OZARK MOTOR LINES, INC OZARK MOTOR LINES, INC 401(K) PLAN & TRUST | MEMPHIS TN | 819 | $17.6M | $1.0M |
