Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Capital Research and Mgmt Co Am Fds Trgt Dte Rtm 2040 R6 Fd in their Schedule of Assets, totaling $35.3M 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 | THE BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL & HOTEL ASSOCIATION OF NEW YORK CITY, INC. 401K SAVINGS PLAN | NEW YORK NY | 26,060 | $813.1M | $31.4M |
| 2 | THE NORTH HIGHLAND COMPANY LLC THE NORTH HIGHLAND COMPANY 401(K) PLAN | ATLANTA GA | 816 | $146.1M | $3.2M |
| 3 | SOUTH ATLANTIC, LLC |
WILMINGTON NC |
| 326 |
| $24.8M |
| $629K |
