Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Group American Funds 2040 Target Date Retirement Fund – Class R-6 in their Schedule of Assets, totaling $1.1M 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 | ASCEND LEASING, LLC ASCEND RETIREMENT SAVINGS 401(K) PLAN | JACKSON TN | 710 | $14.4M | $1.1M |
| 2 | MOUNTRAIL BETHEL HOME MOUNTRAIL BETHEL HOME 403(B) RETIREMENT PLAN | STANLEY ND | 124 | $542K | $4K |
