Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Capital Group American Funds 2040 Trgt Date Retire R6 in their Schedule of Assets, totaling $4.1M 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 | COWI NORTH AMERICA, INC. COWI NORTH AMERICA 401(K) PLAN | SEATTLE WA | 121 | $36.8M | $2.2M |
| 2 | FICOSA NORTH AMERICA CORPORATION FICOSA NORTH AMERICA CORPORATION 401(K) RETIREMENT SAVINGS PLAN | COOKEVILLE TN | 691 | $15.8M | $1.1M |
| 3 | OPTIMUM HEALTHCARE IT, LLC |
JACKSONVILLE BEACH FL |
| 476 |
| $14.5M |
| $827K |
| 4 | RAM INDUSTRIES ACQUISITIONS, LLC RAM INDUSTRIES 401(K) PLAN | HOUSTON TX | 130 | $3.1M | $17K |
